| name | data-room |
| description | Build a fundraising or M&A data room — publish the documents, assemble them into one access-controlled room, and set the gate (email/passcode/allowlist, NDA, expiry). Use when the user says "data room", "set up a diligence room", "investor data room", "send this to investors", "share with the buyer". Requires a ReportRoom Business plan. For inviting/revoking viewers afterwards use room-access; for who-read-what use room-engagement. |
Data Room (builder)
A data room is a named, access-controlled bundle of documents at one URL, shared with identified external viewers — investors, buyers, clients. This skill covers assembly: contents, order, and the gate. Viewer management and engagement reading are separate skills (room-access, room-engagement).
Follow the shared rules in the root SKILL.md (Business-plan gate, limits, safety). Check the gate first — account_status — before promising anything.
Steps
- Agree the contents first. List what goes in the room before publishing anything. For a raise, the standard order: company overview → metrics/KPIs → financials → cap table → customer proof → legal/incorporation. For M&A: the same with a heavier legal/contracts section and a diligence index up front. Ask what is missing rather than inventing sections.
- Publish each document. Room documents are ordinary published documents:
get_design_system → author self-contained HTML → lint_document → publish. Collect each returned document_id. Documents stay first-class; being in a room never changes or unpublishes their standalone URL (which is gated by the room while the room is live).
- Choose the access mode with the user (read it back before creating):
| Mode | Who gets in | Use when |
|---|
email (default) | Anyone who verifies an email — magic link | Broad investor outreach where identity matters more than a wall |
passcode | Anyone with the shared passcode | A banker-run process where one code circulates |
allowlist | Only emails granted in advance | Named diligence — the tightest option |
public | Anyone with the link (recorded anonymously) | Rarely right for a data room; say so if asked |
- Create the room.
create_data_room with name, optional slug, the access mode, passcode if that mode, and settings: nda_text (enforced click-through) and expires_at (enforced). allow_download/watermark may be set but are not enforced yet — don't rely on or advertise them.
- Add documents in diligence order.
add_documents_to_room with document_ids in display order. This replaces the whole set — always send the complete ordered list, never a delta.
- Approval gate. Before anyone is invited, show the user: room name and URL (
<handle>.reportroom.io/room/<slug>), the ordered document list, the access mode, and every deal control set. Then hand over to room-access for invitations.
Hard rules (beyond the shared ones)
- Room-level access only: if two investors should see different things, that is two rooms — never imply per-document permissions exist.
- The fundraising checklist above is a default, not a mandate — the user's deal structure wins.
