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Data room preparation v1.0.0

Use this resource to build a complete data room before a raise or sale

New

  • 357 downloads
  • 153 likes
  • 198 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install fundraise-data-room-prep

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 drafts the list of documents investors or buyers will request for your stage. It sweeps your folders for what you already have, flags gaps in a report, then files everything in the expected structure. You enter due diligence with a complete file.

Mostly picked by

Updated November 2, 2026

Card for the “Data room preparation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: build workflow, from request list to gap report
  • SKILL.md: filing rules and quick commands

Good fit for

  • You are raising and investors are asking for documents
  • You are selling your company and need a due diligence file

Not for

    Tags

    • data room
    • fundraising
    • due diligence
    • documents

    About

    You say

    “Build the Series A data room from my folders: cap table, customer contracts and accounts.”

    Card for the “Data room preparation” skill

    Skill published by onewave-ai under the MIT 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 build a complete data room before a raise or sale
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.1 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/cowork-data-room-builder
    Licence
    MIT

    Notice

    « cowork-data-room-builder » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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