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Install in OpenClaw
/install afrexai-data-room
Description
Generate a tailored data room folder structure, document checklist with priorities, gap analysis, and access control guidance for fundraising, M&A, or due di...
README (SKILL.md)
Data Room Builder
Build a structured virtual data room checklist and folder hierarchy for fundraising, M&A, or due diligence.
When to Use
- Preparing to raise a funding round (Seed through Series C+)
- Selling a business or going through M&A due diligence
- Responding to investor or acquirer document requests
- Organizing company records for board governance
How It Works
User provides: company stage, industry, round type (or M&A), and any specific investor requests.
You generate:
1. Folder Structure
A complete directory tree organized by category:
- Corporate — Articles of incorporation, bylaws, board minutes, cap table, shareholder agreements
- Financial — P&L (3 years + projections), balance sheet, cash flow, burn rate, revenue breakdown, tax returns
- Legal — IP assignments, employment agreements, NDAs, litigation history, regulatory filings
- Commercial — Customer contracts, pipeline, churn data, pricing history, partnership agreements
- Product & Tech — Architecture docs, security audit, uptime history, roadmap, tech stack summary
- HR & Team — Org chart, key employee bios, compensation summary, option pool, hiring plan
- Compliance — Data privacy (GDPR/CCPA), insurance certificates, permits, audit reports
2. Document Checklist
For each folder, a prioritized checklist:
- 🔴 Must-have — Deal won't close without it
- 🟡 Should-have — Expected, absence raises questions
- 🟢 Nice-to-have — Shows maturity, not required
3. Gap Analysis
Compare what the user has against the checklist. Flag missing documents with urgency level and estimated time to produce.
4. Access Control Recommendations
- Which documents go in the "teaser" (pre-NDA)
- Which require NDA
- Which are management-presentation-only
- Watermarking and download restrictions
Rules
- Tailor depth to company stage — don't ask a pre-seed startup for 3 years of audited financials
- Flag documents that typically need legal review before sharing
- Include estimated prep time for each missing document
- Output as Markdown checklist (copy-paste into Notion, Google Docs, or actual data room platform)
Output Format
Markdown with nested checklists. Each item: - [ ] Document Name with priority tag and notes.
Usage Guidance
This skill appears coherent and low-risk, but be cautious about the sensitive inputs it will need (financials, contracts, employee data). Before using, verify the agent/platform's data retention and sharing policies, avoid pasting full confidential documents or PII unless you trust the platform, and treat the output as a drafting/template aid — have legal counsel review any documents flagged as needing legal review. If you prefer, provide anonymized or summarized inputs rather than raw documents.
Capability Analysis
Type: OpenClaw Skill
Name: afrexai-data-room
Version: 1.0.0
The skill bundle appears benign. The `SKILL.md` provides clear, well-scoped instructions for the AI agent to generate text-based output (data room checklists and recommendations) based on user input, without any directives for file system access, network calls, or arbitrary code execution. There are no signs of prompt injection attempts against the agent, data exfiltration, malicious execution, or obfuscation. The `README.md` contains standard installation instructions and promotional links, which are not part of the skill's operational logic and do not indicate malicious intent within the skill itself.
Capability Assessment
Purpose & Capability
Name/description (data room checklist and folder hierarchy) align with the SKILL.md and README; no unexpected binaries, env vars, or permissions are requested. The README does advertise a paid context pack, which is marketing but not inconsistent with the skill's stated function.
Instruction Scope
SKILL.md instructs the agent to produce folder trees, prioritized checklists, gap analyses, prep-time estimates, and access-control guidance — all within the stated purpose. It does not direct the agent to read local files, env vars, or contact external endpoints. Note: users will likely provide sensitive company details (financials, contracts) as input; the SKILL.md does not address handling or storage of those inputs.
Install Mechanism
No install spec and no code files (instruction-only), so nothing is written to disk or fetched at install time — lowest-risk pattern.
Credentials
No environment variables, credentials, or config paths are required. This is proportionate to a template/checklist generator.
Persistence & Privilege
always:false and default autonomous invocation are normal. The skill does not request persistent presence or system-wide configuration changes.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install afrexai-data-room - After installation, invoke the skill by name or use
/afrexai-data-room - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of Data Room Builder
- Generates a tailored virtual data room folder structure and document checklist for fundraising, M&A, or due diligence.
- Supports various company stages, industries, and transaction types based on user input.
- Provides gap analysis by flagging missing documents with urgency and estimated prep time.
- Recommends access controls for sensitive documents, including teaser, NDA-only, and management-only levels.
- Outputs results as a Markdown checklist, ready for use in Notion, Google Docs, or data room platforms.
Metadata
Frequently Asked Questions
What is Data Room Checklist?
Generate a tailored data room folder structure, document checklist with priorities, gap analysis, and access control guidance for fundraising, M&A, or due di... It is an AI Agent Skill for Claude Code / OpenClaw, with 489 downloads so far.
How do I install Data Room Checklist?
Run "/install afrexai-data-room" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Data Room Checklist free?
Yes, Data Room Checklist is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Data Room Checklist support?
Data Room Checklist is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Data Room Checklist?
It is built and maintained by 1kalin (@1kalin); the current version is v1.0.0.
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