data-room-builder

data-room-builder is a skill for Claude Code, Codex from SkillMedev/skills. It costs 70 tokens per session (902 once invoked), scanned A, original, MIT.

A framework for organising the files and information investors review during due diligence, the investigation that happens before an investment or acquisition.

In plain words
What is it for?
Use it to prepare a structured data room with financial records, company metrics, market information, and other requested diligence materials.
Why use it?
It makes important company information easier to find and share in stages, reducing delays and confusion during investor review.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to prepare a structured data room with financial records, company metrics, market information, and other requested diligence materials.

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Install with agentmods
npx agentmods add skills/skillmedev/skills/data-room-builder
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 SkillMedev/skills --skill data-room-builder
Clone the repo
git clone --depth 1 https://github.com/SkillMedev/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-builder

README.md
[![agentmods](https://agentmods.dev/badge/skills/skillmedev/skills/data-room-builder/github.svg)](https://agentmods.dev/skills/skillmedev/skills/data-room-builder)
Your own site
<a href="https://agentmods.dev/skills/skillmedev/skills/data-room-builder"><img src="https://agentmods.dev/badge/skills/skillmedev/skills/data-room-builder/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-builder

Your own site · 80×15
<a href="https://agentmods.dev/skills/skillmedev/skills/data-room-builder"><img src="https://agentmods.dev/badge/skills/skillmedev/skills/data-room-builder.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 70 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 902 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 $0.00070 $0.00902
Opus 5.5 $0.00028 $0.00361
Sonnet 5.5 $0.00014 $0.00180
Haiku 4.5 $0.00007 $0.00090

Measured 1mo ago against content hash 341ccef2849b, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

data-room-builder 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 1mo 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/data-room-builder/SKILL.md · 84 lines

How it starts

The opening of the file, as written. The whole thing — 84 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Data Room Builder

The data room is where momentum goes to die or to accelerate. A messy, slow-to-assemble room signals an undisciplined company and gives a wavering investor a reason to drift. A clean, staged room signals "this founder runs a tight ship" and shortens the path to wired funds.

When to use this skill

Build it during [[fundraise-readiness-audit]] (you should be able to produce it in days - 3 to 5 working days is the standard for a seed-stage company with clean books), and stage it for sharing once a term sheet is near. Confirmatory diligence runs against it; see [[fundraise-closing-mechanics]].

Structure the room in tiers

Share progressively - not everything goes out on the first call.

Tier 1 - shared early (builds confidence)

  • Pitch deck and the one-page narrative memo.
  • Key metrics dashboard with definitions (so numbers are not disputed later).
  • Market sizing with assumptions ([[market-sizing]]).

Tier 2 - shared at serious interest / pre-term-sheet

  • Financials: historical P&L covering at least the trailing 24 months (monthly granularity), the model/projections ([[financial-planner]]), monthly burn and runway.
  • Metrics detail: cohort/retention curves, CAC by channel, pipeline.
  • Cap table: fully-diluted, plus prior SAFEs/notes ([[cap-table-manager]]).
  • Product: roadmap, architecture overview, security posture.

Tier 3 - confirmatory diligence (post-term-sheet)

  • Corporate: incorporation docs, board consents, prior financing docs.
  • IP: assignment agreements for every founder and contractor.
  • Customers: top contracts (any customer over ~10% of revenue gets extra scrutiny - have those contracts and their renewal terms ready), churn detail, references.
  • People: org chart, key employee agreements, option grants.
  • Legal: any litigation, regulatory exposure, material contracts.

Operating rules

  • One source of truth per number. The metric in the deck, the data room, and your mouth must match to the decimal.
  • Label and date every file. A folder named "Final_v3_real" loses you trust.
  • Track who has access and what tier they are in; close access within a week of a deal dying - a stale open room is a leak waiting to happen.
  • Keep an index document at the root so a partner can navigate without asking.
  • Respond to any diligence document request within 24-48 hours. Slower than that reads as "they don't have it" and stalls the deal clock; confirmatory diligence should run 2-4 weeks, and slow responses are the usual reason it doesn't.

Read the full file on GitHub · 84 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. 1mo ago First seen · 84 lines · 70 tokens per session scan A 341ccef2849b

Subscribe to this mod's changes

data-room-builder is a skill published in the GitHub repository SkillMedev/skills (19 stars, last pushed 3d ago), licensed MIT. It adds 70 tokens to every session and 902 once invoked, about $0.0003 per session on Opus 5.5. 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 2026-09-03.

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