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SkillTDF-SK-03
Data Room Analyst
Data room in. Risk list and questions out.
THE DIGITAL FOUNDRY$59

Skill · 03

Data Room Analyst

Data Room Analyst works through a data room — cap table, contracts, financials, IP docs — and returns a structured, severity-ranked list of risks, gaps, and the questions to ask before you sign. It works in phases and asks you questions when a document is ambiguous instead of guessing at what it means. Works with Claude — the free plan is enough to try it.

$59one-time · yours forever
Instant delivery — download page opens right after checkout

All sales final — files arrive instantly, so there’s nothing to return. Broken or not as described? We fix it: caremindcontactus@gmail.com

What’s inside

Open the folder before you buy it.

This is the exact manifest of the download — no mystery box. A full excerpt is free below, so you can judge the quality before paying.

Read the free sample →
data-room-analyst/ · 11 files · 57 KB
START-HERE.mdplain text
SKILL.mdplain text
DISCLAIMER.mdplain text
reference/4 files
risk-categories.md·
red-flag-patterns.md·
financial-review-checklist.md·
cap-table-checks.md·
reference/diligence-checklist.csv1 file
templates/findings-memo-template.md1 file
examples/sample-risk-memo.md1 file
install-readme.mdplain text

Free sample · Findings memo

A Material finding, from the worked example.

"Cap table does not reconcile. What we found: the fully diluted cap table states 14,820,000 shares outstanding. Summing the stock ledger, option grant records, and outstanding SAFEs independently yields 15,130,000 — a gap of roughly 310,000 shares (~2.1%)."

"Why it matters: a 2% gap is small in isolation but indicates the cap table spreadsheet was not rebuilt from source documents for this round. Question to ask: request a rebuilt fully diluted cap table sourced directly from the stock ledger, option grants, and SAFE instruments, with the reconciliation shown."

— excerpt ends. Full findings memo, severity bands, and document inventory in the complete skill.

Buy it if. Skip it if.

Built for you if

  • You're doing diligence on a company — investing, acquiring, or partnering — and need a structured pass
  • You want a risk list and open questions, not just a document inventory
  • You'd rather run a systematic first pass yourself before paying a lawyer or banker for one

Skip it if

  • You need a licensed opinion or binding advice — this produces questions and flags, not legal sign-off
  • You're diligencing regulated financial products like funds or securities — this isn't built or vetted for that
  • You don't use Claude and don't want to

Questions