data-room-management

data-room-management is a skill for Claude Code, Codex from gokulb20/crewm8-cfo-skills. It costs 56 tokens per session (2,117 once invoked), scanned A, original, MIT.

A guide for organizing an investor data room, which is a shared collection of company documents used during fundraising checks.

In plain words
What is it for?
Collecting financial, legal, business, contract, and customer-reference documents; tracking missing items; and preparing for investor due diligence.
Why use it?
It helps replace scattered files and unknown gaps with a clear, up-to-date document structure.

Skill for Claude CodeCodex

Which agent this was written for is unclear — built for openclaw. Also seen: built for openclaw.

Good fit Collecting financial, legal, business, contract, and customer-reference documents; tracking missing items; and preparing for investor due diligence.

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Install with agentmods
npx agentmods add skills/gokulb20/crewm8-cfo-skills/data-room-management
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add gokulb20/crewm8-cfo-skills --skill data-room-management
Clone the repo
git clone --depth 1 https://github.com/gokulb20/crewm8-cfo-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for data-room-management

README.md
[![agentmods](https://agentmods.dev/badge/skills/gokulb20/crewm8-cfo-skills/data-room-management/github.svg)](https://agentmods.dev/skills/gokulb20/crewm8-cfo-skills/data-room-management)
Your own site
<a href="https://agentmods.dev/skills/gokulb20/crewm8-cfo-skills/data-room-management"><img src="https://agentmods.dev/badge/skills/gokulb20/crewm8-cfo-skills/data-room-management/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for data-room-management

Your own site · 80×15
<a href="https://agentmods.dev/skills/gokulb20/crewm8-cfo-skills/data-room-management"><img src="https://agentmods.dev/badge/skills/gokulb20/crewm8-cfo-skills/data-room-management.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 56 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,117 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00056 $0.02117
Opus 5 $0.00028 $0.01059
Sonnet 5 $0.00011 $0.00423
Haiku 4.5 $0.00006 $0.00212

Measured 11d ago against content hash 7fbfe3e4f1e5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

data-room-management scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/fundraising-capital/data-room-management/SKILL.md · 202 lines

How it starts

The opening of the file, as written. The whole thing — 202 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Data Room Management

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."

Purpose

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.

When to Use

  • "Set up / organize our investor data room"
  • "What's missing from our data room?"
  • "Organize these documents for due diligence"
  • "Create a data room checklist"
  • "Update the data room for our next fundraise"

Inputs Required

  1. Existing document inventory — whatever financials, legal docs, metrics, and contracts already exist.
  2. Fundraise stage — pre-seed, seed, Series A, Series B (determines the depth needed).
  3. Data room platform — Google Drive, Dropbox, Docsend, Notion, dedicated VDR (FirmRoom, Intralinks).

Quick Reference

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. Customers3. Legal4. Everything else

Procedure

1. Audit Current State

For each folder below, mark status:

  • ✅ Complete & current
  • ⚠️ Exists but stale (> 3 months old)
  • ❌ Missing

2. Fill Gaps

Prioritize: Financials (03) > Customers (06) > Legal (07) > Everything else.

Hand off to the respective skills:

  • Historical financials & forecast → financial-statement-generation, revenue-forecasting
  • Unit economics → unit-economics-analysis
  • Cap table → cap-table-management

Read the full file on GitHub · 202 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 202 lines · 56 tokens per session scan A 7fbfe3e4f1e5

Subscribe to this mod's changes

data-room-management is a skill published in the GitHub repository gokulb20/crewm8-cfo-skills (2 stars, last pushed 4mo ago), licensed MIT. It adds 56 tokens to every session and 2,117 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

Related

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