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Data Room Checklist

作者 1kalin · GitHub ↗ · v1.0.0
cross-platform ✓ 安全检测通过
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在 OpenClaw 中安装
/install afrexai-data-room
功能描述
Generate a tailored data room folder structure, document checklist with priorities, gap analysis, and access control guidance for fundraising, M&A, or due di...
使用说明 (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.

安全使用建议
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.
功能分析
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.
能力评估
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.
如何使用
  1. 确保已安装 OpenClaw(本地或 Docker 部署)
  2. 在对话框中输入安装命令:/install afrexai-data-room
  3. 安装完成后,直接呼叫该 Skill 的名称或使用 /afrexai-data-room 触发
  4. 根据 Skill 的参数说明提供必要输入,即可获得结构化输出
版本历史
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.
元数据
Slug afrexai-data-room
版本 1.0.0
许可证
累计安装 1
当前安装数 1
历史版本数 1
常见问题

Data Room Checklist 是什么?

Generate a tailored data room folder structure, document checklist with priorities, gap analysis, and access control guidance for fundraising, M&A, or due di... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件,目前累计下载 489 次。

如何安装 Data Room Checklist?

在 OpenClaw 或 Claude Code 对话框中运行命令「/install afrexai-data-room」即可一键安装,无需额外配置。

Data Room Checklist 是免费的吗?

是的,Data Room Checklist 完全免费(开源免费),可自由下载、安装和使用。

Data Room Checklist 支持哪些平台?

Data Room Checklist 跨平台运行,可在任意部署了 OpenClaw / Claude Code 的环境中使用(cross-platform)。

谁开发了 Data Room Checklist?

由 1kalin(@1kalin)开发并维护,当前版本 v1.0.0。

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