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Extract data room findings by category v1.0.0

Use this resource to review a data room and extract findings by the firm's categories and thresholds

New

  • 531 downloads
  • 208 likes
  • 176 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install data-room-issue-extraction

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent inventories the data room, applies the materiality filter, reads the documents and states each finding in house memo format, by category. You get an inventory, findings notes and the consents to carry over to the closing checklist.

Mostly picked by

Updated November 2, 2026

Card for the “Extract data room findings by category” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : data room inventory and materiality filter
  • SKILL.md : extraction and statement of findings by category
  • SKILL.md : findings notes and consent hand-off

Good fit for

  • You must read a data room before a fundraise or an acquisition
  • You want a findings table sorted by category

Not for

    Tags

    • data room
    • diligence
    • findings
    • materiality
    • categories

    About

    You say

    “Go through the target's data room and extract findings on customer contracts.”

    Card for the “Extract data room findings by category” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to review a data room and extract findings by the firm's categories and thresholds
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md13.1 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/claude-for-legal/tree/4a6c651889c97cc9140580363c73e0eb17379c2b/corporate-legal/skills/diligence-issue-extraction
    Licence
    Apache-2.0

    Notice

    « diligence-issue-extraction » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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