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Build and maintain the investor data room — organize financials, metrics, legal docs, contracts, and customer references for fundraising due diligence. Use when the user asks about setting up a data room, organizing documents for due diligence, or preparing for an investor audit.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Reconciles bank accounts and credit cards monthly — matches every transaction to the ledger, resolves exceptions, tracks uncleared items, and documents the process. Use when the user mentions bank reconciliation, transaction matching, reconciling accounts, GL cash balance not matching the bank, or asks about month-end reconciliation or corporate card reconciliation.
Manages banking relationships — account optimization, fee negotiation, credit facility oversight, treasury yield, and fraud prevention. Use when the user mentions banking setup, bank fees, credit facility, treasury yield, investing excess cash, opening new accounts, or asks about banking architecture, account optimization, or fraud prevention.
Builds and maintains a 13-week rolling cash forecast — models inflows, outflows, scenario analysis, and forecast-vs-actual accuracy tracking. Use when the user mentions cash forecast, 13-week forecast, liquidity projection, cash runway, or asks about modeling cash under different scenarios or when cash runs out.
Monitors daily cash position across all accounts, flags anomalies, tracks burn rate, and produces a daily cash snapshot. Use when the user mentions cash position, daily cash check, burn rate, bank balance, or asks about unusual transactions or cash alerts.
Optimizes working capital — improves DPO, accelerates collections, manages inventory, and negotiates payment terms to maximize cash efficiency. Use when the user mentions working capital, cash conversion cycle, DPO, DSO, or asks about improving payment terms, accelerating collections, or optimizing cash tied up in operations.
Routes CFO and financial operations requests to specialized sub-skills based on user intent matching, task classification, and multi-skill chain assembly. Use when the user mentions startup CFO tasks, financial operations, reporting, fundraising questions, cash management, financial planning, strategic advisory, or asks about running any CFO-related workflow.
| name | data-room-management |
| description | Build and maintain the investor data room — organize financials, metrics, legal docs, contracts, and customer references for fundraising due diligence. Use when the user asks about setting up a data room, organizing documents for due diligence, or preparing for an investor audit. |
| version | 2.0.0 |
| author | Crewm8 |
| maintainer | Gokul (github.com/gokulb20) |
| license | MIT |
| homepage | https://crewm8.ai |
| tags | ["cfo","finance","fundraising","data-room","due-diligence"] |
| related_skills | ["fundraising-financials","fundraising-process-management","cap-table-management","financial-statement-generation","board-reporting","monthly-close-process"] |
| inputs_required | ["existing-document-inventory-financials-legal-metrics-contracts","fundraise-stage-pre-seed-seed-series-A-B","data-room-platform-google-drive-dropbox-docsend-notion"] |
| deliverables | ["data-room-structure-audit-with-status-per-folder","prioritized-gap-fill-plan-with-owners-and-deadlines","access-log-and-investor-readiness-checklist"] |
| compatible_agents | ["hermes","claude-code","droid","cursor","windsurf","openclaw","openai","generic"] |
Build and maintain a comprehensive investor data room. Structure the folder hierarchy, collect and organize all documents, track what's missing, maintain version control, and prepare for due diligence. Goal: when an investor asks for something, the answer is "it's already in the data room."
Speed wins in fundraising. A well-organized data room that answers diligence questions before they're asked can compress a 3-month process into 6 weeks. This skill ensures every document an investor might want is already organized, current, and accessible — so the team spends time on the pitch, not hunting for files.
| Tier | Access Level | Contents |
|---|---|---|
| Tier 1 (Public preview) | Anyone with link | Pitch deck, one-pager |
| Tier 2 (Signed NDA) | Tracked views | Financials, customer list, cap table |
| Tier 3 (Term sheet received) | Full access | Legal diligence, contracts, employment agreements |
| Priority order | 1. Financials | 2. Customers → 3. Legal → 4. Everything else |
For each folder below, mark status:
Prioritize: Financials (03) > Customers (06) > Legal (07) > Everything else.
Hand off to the respective skills:
financial-statement-generation, revenue-forecastingunit-economics-analysiscap-table-management[Document] — [Date] v[X] — [Status].pdfmonthly-close-process).📁 01 — Company Overview
├── Company one-pager / pitch deck
├── Mission, vision, values
├── Founding story / origin
└── Press mentions, awards, recognition
📁 02 — Team
├── Org chart
├── Founder bios & LinkedIn links
├── Key hire bios
└── Advisor list with bios
📁 03 — Financials
├── Historical P&L (monthly, last 2-3 years)
├── Historical balance sheet (quarterly at minimum)
├── Historical cash flow statements
├── Annual budget & forecast (3-year projection)
├── Unit economics model (CAC, LTV, payback by segment)
├── Revenue by customer / cohort analysis
├── Burn multiple and efficiency metrics
└── Cap table (fully diluted, including SAFEs/notes)
📁 04 — Product & Technology
├── Product overview / screenshots / demo video link
├── Product roadmap (current + next 12-18 months)
├── Architecture overview
├── IP / patents / trademarks
└── Security certifications (SOC 2, ISO 27001, etc.)
📁 05 — Market & Competition
├── TAM / SAM / SOM analysis
├── Competitive landscape / battle cards
├── Market trends & analyst reports
└── Customer segments and personas
📁 06 — Go-To-Market & Customers
├── Customer list (anonymized or named, with ARR)
├── Top 10 customer case studies / references
├── NPS scores / CSAT data
├── Sales playbook / GTM strategy doc
└── Channel / partner strategy
📁 07 — Legal & Compliance
├── Certificate of incorporation
├── Bylaws / operating agreement
├── All financing docs (SAFEs, notes, stock purchase agreements)
├── Material contracts (top customers, top vendors)
├── Employment / IP assignment agreements
├── Privacy policy, terms of service
├── Compliance certifications (GDPR, CCPA)
└── Any litigation / disputes (current or threatened)
📁 08 — Fundraise-Specific
├── Use of funds
├── Target raise amount & structure rationale
├── Current cap table (detailed)
├── Pro forma cap table post-raise
└── Comparable exits / valuation comps
The skill is complete when:
Can an investor find the last 12 months of financials, the cap table, and the customer list within 5 minutes of accessing the data room? Are all documents current (within 90 days)? Are stale or missing items tracked in a remediation plan? If not, the data room is not investor-ready.
User prompt: "Set up / organize our investor data room." What should happen: Audit the current state of all 8 folders in the standard hierarchy, mark each as complete/stale/missing, produce a prioritized gap-fill plan with owners and deadlines, set up access controls per tier, and provide a checklist confirming the data room is investor-ready or detailing what's needed.
User prompt: "What's missing from our data room?" What should happen: Compare the current data room contents against the standard hierarchy, flag every folder that is incomplete or stale, rank gaps by priority (financials first, then customers, then legal), and produce a remediation plan with estimated effort to fill each gap.
fundraising-financialsfundraising-process-managementcap-table-managementfinancial-statement-generationboard-reportingmonthly-close-process