datapack-builder

Turn raw financial sources into committee-ready data packs.

financial due diligence

What it does

Builds investment committee-ready Excel data packs from financial source material.

When to use it

Use for investment due diligence, committee materials, and standardized portfolio reporting, but not simple calculations or completed data packs.

Give it a target company and accessible financial sources; it saves a conventionally named Excel data pack to outputs.

What you provide

This skill

SEC filings

Read

Reads SEC filings

MCP server data

Read

Reads MCP server data

The xlsx skill is required for all Excel file creation and manipulation in the workflow.