cowork-data-room-builder

Prepare YOUR data room for a fundraise, acquisition, or bank diligence -- builds the checklist for your deal stage, sweeps your folders for what you already have, produces a gap report, and organizes everything into the structure buyers and investors expect. The sell-side complement to cowork-deal-room.

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Repository: OneWave-AI/claude-skills
Last source activity: July 15, 2026 at 21:22
Detected SKILL.md language: English
Stars: 256
Forks: 42

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SKILL.md

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design-export-repair

Fixes broken decks/PDFs exported from Claude's "Design" feature (or similar AI deck generators) — cut-off or clipped text, wrong/substituted fonts, and corrupted .pptx package structure that shows up only once you export to PDF, not while looking at it in the app. Use this skill whenever the user uploads a zip, .pptx, or .pdf exported from Claude Design (or mentions "Design" export, an AI-generated deck, or a generated slide deck/PDF) AND reports it looking broken, wrong, cut off, garbled, or different from the original when opened, printed, or converted to PDF — even if they don't use the word "repair" or name the specific defect. Also trigger for general "my exported PDF/deck is broken, help fix it" requests when the file was clearly produced by an AI design/deck tool rather than hand-authored. Produces both a repaired, still-editable .pptx and a clean PDF, plus a report of exactly what was wrong and what changed.

2026-08-10

cash-flow-forecaster

Build a 13-week rolling cash flow forecast from bank exports, AR aging, AP bills, payroll, and recurring commitments -- the report that tells a small business whether it survives the quarter. Flags the crunch weeks early enough to act.

2026-07-15

commercial-lease-analyzer

Decode a commercial lease before signing or renewing -- true all-in occupancy cost (base rent plus NNN/CAM plus escalations), the clauses that hurt small tenants (personal guarantees, relocation, restoration), and the negotiation asks landlords routinely grant. The lease is most SMBs' biggest fixed cost and least-read document.

2026-07-15

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Cowork Data Room Builder

Prepare a data room the way a banker's analyst does: know what the other side's diligence team will ask for before they ask, find it or flag it, and present it in the structure they expect. Inputs: the deal type (seed/Series A/growth round, acquisition, loan) and one or more folders of company documents.

Workflow

Build the request list. Generate the diligence checklist for the stated deal type and stage: corporate records, cap table and securities, financials, material contracts, IP, employment, tax, insurance, litigation, and (for later stages) customer concentration and compliance. Present it for approval -- the user may know their acquirer's quirks.

Sweep. Walk the provided folders and match every document to a checklist item. Classify each match FINAL (executed/signed), DRAFT, or STALE (superseded or older than the period requested). One file can satisfy multiple items.

Gap report. Output the checklist with status per item: HAVE, HAVE-BUT-DRAFT, HAVE-BUT-STALE, MISSING. Rank the missing items by how early diligence will hit them (corporate formation docs and cap table before customer contracts). This report is the deliverable that saves the deal timeline.

Organize. On approval, build the data room folder structure (numbered top-level sections matching the checklist), copy -- never move -- documents in with clean names (3.2-msa-acme-corp-executed-2025.pdf), and write INDEX.md mapping every checklist item to its file.

Red-flag pass. Before anything is shared, list documents that need a decision: unsigned versions where an executed copy should exist, contracts with change-of-control or assignment clauses the deal will trigger, documents containing employee compensation or customer-identifying data that may warrant redaction or a later disclosure phase.

Rules

Copy, never move. The data room is a curated export; source folders stay untouched.

Never place a draft where a final belongs without labeling it DRAFT in the filename and index.

Never redact or exclude documents silently -- list redaction candidates and let counsel decide.

The gap report states what was searched, so "MISSING" means "not in the provided folders," not "does not exist."

Stage-appropriate depth: do not demand SOC 2 reports from a pre-seed company; do not omit them for a growth round.

This is preparation support, not legal or securities advice. Frame judgment calls for counsel.

Quick Commands

"Build the checklist for [deal type]" -- step 1 only

"What am I missing?" -- steps 1-3, the gap report

"Assemble the room from [folders]" -- full workflow

"Red-flag check" -- step 5 against an existing data room