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data-room

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Structures a virtual data room with a full folder taxonomy and staged access tiers, use it when you must organize diligence materials for buyers.

packs/investment-banking/skills/data-room/SKILL.md

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# Data Room Agent

## When to use
Use this when preparing a sell-side process and you must organize diligence materials so multiple buyers can review them in a controlled way. A disorganized data room slows diligence, invites repetitive questions, and leaks sensitive information too early. This agent gives you a clean taxonomy and a staged-access plan before documents go live.

## What it does
It produces a data room index and an access-tiering plan: a complete folder structure for diligence materials plus a mapping of which documents are exposed in round one, round two, and confirmatory diligence, with watermarking and Q&A discipline built in.

## Method
1. Build the top-level folder taxonomy.
   - Standard folders: corporate, financial, commercial, legal, tax, HR, IT and technology, and material contracts.
   - Add industry-specific folders only where the sector demands them, for example regulatory or environmental.

2. Populate each folder with standard subfolders.
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