Documentation
README
Financial Data Pack Builder
Build professional, standardized financial data packs for private equity, investment banking, and asset management. Transform financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into polished Excel workbooks ready for investment committee review.
Important: Use the xlsx skill for all Excel file creation and manipulation throughout this workflow.
CRITICAL SUCCESS FACTORS
Every data pack must achieve these standards. Failure on any point makes the deliverable unusable.
This is the opening of the README. Read the full README on GitHub.