Free from Board Director Institute
Claude Skills for Investor Data Rooms
A data room that survives due diligence.
36 free Claude skills for directors, chairs and investors who prepare or review a data room. Know what a clean room looks like, ask sharper diligence questions, and spot what's missing before the board votes.
Send Me All 36 Data Room SkillsFree. Instant download. No credit card.You've Dug Through Five Drives for the Signed Copy and Watched Three ARR Numbers Disagree…
This Time, Your Data Room Is Ready Before They Ask.
From: Michael Barrick
Dear director,
Investors don't fund the deck. They fund what the data room proves.
But most data rooms get built in a panic. The lead investor sends a request list, and suddenly the company is hunting for the signed consent, the 83(b) and the contract its first customer signed three years ago.
And the part every director should worry about is the thing nobody caught: a cap table that doesn't match the SAFEs, or a revenue number that's different in the deck and the books.
It doesn't have to work that way.
I've spent more than ten years studying how boards and companies run, and I started Board Director Institute, a company I founded, to teach directors and future directors how good boards actually work.
These 36 Claude skills put that thinking to work for you, so your room is organized, every claim has a source, and you find the problems before the investor's team does.
What Claude Skills for Investor Data Rooms Are, and How They Work
36 standalone Claude skills that cover a data room from the first folder to the last question on the diligence call. Each skill is a small file you upload once. It teaches Claude to run one diligence job the same careful way every time.
The skills follow seven stages: set up the room, the company and legal record, financials, customers and market, product, tech and data, review and open the room, and the diligence itself. Use them in order for a full raise, or pull one skill tonight for the cap table or the runway number.
Each skill asks for your files first, cites the file and page behind every finding, keeps every conflicting number instead of picking one, marks anything missing as [needs data], and checks its own work before you see it. The Plan Your Data Room Route skill picks the right ones for you.
Download all 36 skillsOne zip with one folder per skill, plus a one-page cheat sheet. Free.
What You Can Expect
From Claude Skills for Investor Data Rooms
The skills follow the order a real data room gets built: set it up, prove the company record, tie out the financials, show customer and product proof, check everything, then run the diligence. Every skill also works on its own for a single file, number or question.
The data room workflow
Start
Not Sure Where to Begin? Start Here
One skill asks what kind of raise, loan or sale is coming, picks the right skills from the pack, runs them in order, and checks each step before moving on.
0Plan Your Data Room Route
Skill file: 00-plan-your-data-room-route
Use when
Before a raise, loan or sale, when you don't know which skill to start with
Output
Your raise profile, the right skills in order, a cut line, each step checked before the next
Skill 00 · Start
If you've ever thought…
“The lead investor wants the data room in three weeks and I don't know where to start.”
Send Me All 36 Data Room SkillsStage 1 · 4 skills
Set Up the Room Before Anyone Asks for a File
Plan what investors will look for, build a numbered folder tree with one naming rule, decide who sees what and when, and keep one index that runs the whole room.
1.1Plan the Data Room
Skill file: 01-plan-the-data-room
Use when
Before a raise or sale, when you don't know what investors will ask for
Output
A checklist by diligence area, each item ready, missing, stale or in review, blockers split from nice-to-haves
Skill 01 · Set up the room
If you've ever thought…
“What do investors actually expect to see?”
Send Me All 36 Data Room Skills1.2Design Folders and File Names
Skill file: 02-design-folders-and-file-names
Use when
When files live in five places with names like final_FINAL2.pdf
Output
A numbered folder tree, one naming rule with date, version and signed or draft tag, and a rename map
Skill 02 · Set up the room
If you've ever thought…
“Nobody can tell the signed copy from the draft.”
Send Me All 36 Data Room Skills1.3Set Access Tiers and the NDA Gate
Skill file: 03-set-access-tiers-and-the-nda-gate
Use when
Before anyone outside the company sees a single file
Output
Three access tiers (first look, after the NDA, confirmatory only), what goes in each, the NDA check, an access log
Skill 03 · Set up the room
If you've ever thought…
“Who should see our salaries and customer names, and when?”
Send Me All 36 Data Room Skills1.4Build the Document Index
Skill file: 04-build-the-document-index
Use when
When the folders are set and you need one list that runs the room
Output
Every file listed once, with owner, date, version, status, access tier and the claim it proves
Skill 04 · Set up the room
If you've ever thought…
“Investors keep asking where things are and I can't answer fast.”
Send Me All 36 Data Room SkillsStage 2 · 7 skills
Prove the Company Record Is Clean
Tie out the cap table, check formation and good standing, organize the minute book, match every big action to its board approval, and confirm you own your IP, your people paperwork and your contracts.
2.1Reconcile the Cap Table
Skill file: 05-reconcile-the-cap-table
Use when
When an investor will ask for the fully diluted cap table and you're not sure it's right
Output
A tie-out to certificates, grants, SAFEs and notes, before and after conversion, every mismatch kept, a counsel queue
Skill 05 · Company and legal
If you've ever thought…
“Our ownership lives in three spreadsheets that don't agree.”
Send Me All 36 Data Room Skills2.2Check Formation and Good Standing
Skill file: 06-check-formation-and-good-standing
Use when
When investors or a lender want your charter and a good standing certificate
Output
Charter and amendments in date order, status in each state, a gap list, questions for counsel
Skill 06 · Company and legal
If you've ever thought…
“Are we even in good standing in every state we work in?”
Send Me All 36 Data Room Skills2.3Organize Governance Records
Skill file: 07-organize-governance-records
Use when
When bylaws, stockholder agreements and minutes are scattered or out of date
Output
One governance register, current vs. superseded, a minute book timeline, a gap list
Skill 07 · Company and legal
If you've ever thought…
“We have three versions of the bylaws and no idea which one counts.”
Send Me All 36 Data Room Skills2.4Match Actions to Board Approvals
Skill file: 08-match-actions-to-board-approvals
Use when
When stock, options, SAFEs, loans or big contracts went out without a clear board vote
Output
Each action linked to its approval and document, missing consents flagged, a fix list
Skill 08 · Company and legal
If you've ever thought…
“Did the board actually approve all of these option grants?”
Send Me All 36 Data Room Skills2.5Confirm IP Ownership
Skill file: 09-confirm-ip-ownership
Use when
When founders, staff, contractors or agencies built the code, product or brand
Output
A chain-of-title register, timing gaps, prior-employer flags, open-source notes
Skill 09 · Company and legal
If you've ever thought…
“Do we actually own the code a contractor wrote?”
Send Me All 36 Data Room Skills2.6Review People and Contractor Paperwork
Skill file: 10-review-people-and-contractor-paperwork
Use when
When you have staff, contractors, or equity promised in an email
Output
Your roster tied to signed offer letters and agreements, equity promise gaps, contractor facts for counsel
Skill 10 · Company and legal
If you've ever thought…
“I promised someone options in an email and I'm not sure we ever granted them.”
Send Me All 36 Data Room Skills2.7Index Material Contracts and Disputes
Skill file: 11-index-material-contracts-and-disputes
Use when
When a lender, investor or buyer asks for all material contracts and any litigation
Output
A contract register, change-of-control and consent clauses, debt terms, a disputes log, an insurance schedule
Skill 11 · Company and legal
If you've ever thought…
“Which of our contracts need the other side's consent if we sell?”
Send Me All 36 Data Room SkillsStage 3 · 6 skills
Make Every Number Tie Out Before an Analyst Checks It
Tie the statements to the ledger and bank, build the revenue bridge, show burn and runway from a dated cash figure, check the model, link the raise to milestones and check your tax filings.
3.1Tie Out Historical Financials
Skill file: 12-tie-out-historical-financials
Use when
When the deck, the board pack and the books show different numbers for the same year
Output
A period map, statements tied to the ledger and bank, deck vs. statements, one reconciling-items list
Skill 12 · Financials
If you've ever thought…
“Why does the deck say one revenue number and the books say another?”
Send Me All 36 Data Room Skills3.2Build the Revenue Bridge
Skill file: 13-build-the-revenue-bridge
Use when
When investors ask how ARR grew, or your ARR figures don't match
Output
Clear definitions and a start, new, expansion, contraction, churn, end bridge, tied to what you reported
Skill 13 · Financials
If you've ever thought…
“Finance, the deck and the board pack all quote a different ARR.”
Send Me All 36 Data Room Skills3.3Calculate Burn and Runway
Skill file: 14-calculate-burn-and-runway
Use when
When investors ask how many months of cash you have
Output
Gross and net burn from a dated cash figure, and runway today, with the raise and in a stress case
Skill 14 · Financials
If you've ever thought…
“How long does our cash really last?”
Send Me All 36 Data Room Skills3.4Review the Forecast Model
Skill file: 15-review-the-forecast-model
Use when
Before your financial model goes into the data room
Output
A formula audit log, an actuals check, an assumption register, and what has to be true
Skill 15 · Financials
If you've ever thought…
“The model was built in a weekend and nobody has checked it.”
Send Me All 36 Data Room Skills3.5Link Use of Funds to Milestones
Skill file: 16-link-use-of-funds-to-milestones
Use when
When investors ask what the money will buy
Output
Each dollar linked to work, owner, milestone and date, a reserve line, a total that ties out
Skill 16 · Financials
If you've ever thought…
“Our use-of-funds pie chart has nothing behind it.”
Send Me All 36 Data Room Skills3.6Check Tax Filings and Exposure
Skill file: 17-check-tax-filings-and-exposure
Use when
When the request list reaches tax returns, 83(b) elections or sales tax
Output
A filing calendar, the 83(b)s on file, your state footprint, questions for your accountant
Skill 17 · Financials
If you've ever thought…
“Did every founder actually file their 83(b)?”
Send Me All 36 Data Room SkillsStage 4 · 5 skills
Show Real Customers and Real Market Proof
Measure how much rides on your biggest customers, index the contracts behind the logos, keep pipeline apart from signed revenue, and back every market and growth claim with real numbers.
4.1Measure Customer Concentration
Skill file: 18-measure-customer-concentration
Use when
When a few customers drive most of the revenue
Output
Top-1, top-5 and top-10 share against a stated revenue base, a loss test, the risk in plain words
Skill 18 · Customers and market
If you've ever thought…
“What happens if our biggest customer leaves?”
Send Me All 36 Data Room Skills4.2Index Customer Contracts
Skill file: 19-index-customer-contracts
Use when
When investors want to see the paper behind the logos in your deck
Output
Signed vs. unsigned, term, renewal, termination, assignment and change-of-control clauses, exceptions for counsel
Skill 19 · Customers and market
If you've ever thought…
“The deck names customers and I can't find half the signed contracts.”
Send Me All 36 Data Room Skills4.3Separate Pipeline From Signed
Skill file: 20-separate-pipeline-from-signed
Use when
When pilots and verbal yeses start to blur into revenue
Output
Bucket rules and four clean buckets (signed, pilot, verbal, prospect), with nothing counted twice
Skill 20 · Customers and market
If you've ever thought…
“Is this customer really a customer?”
Send Me All 36 Data Room Skills4.4Source the Market Evidence
Skill file: 21-source-the-market-evidence
Use when
When your deck has a market size and you can't say where it came from
Output
Every market claim tied to a dated source, a calculation trail, your assumptions shown
Skill 21 · Customers and market
If you've ever thought…
“Can we actually prove this market number?”
Send Me All 36 Data Room Skills4.5Show Go-to-Market Proof
Skill file: 22-show-go-to-market-proof
Use when
When investors ask where your customers come from and what each one costs
Output
Funnel definitions and a channel scorecard with cost, conversion and sales cycle from real data, targets kept apart
Skill 22 · Customers and market
If you've ever thought…
“Our growth plan assumes a channel we've never really measured.”
Send Me All 36 Data Room SkillsStage 5 · 5 skills
Show What's Shipped, How It's Built and Where the Data Goes
Separate the product from the roadmap, map the architecture and its weak points, and write down your security evidence, your data and privacy practices and how you use AI.
5.1Separate Shipped From Roadmap
Skill file: 23-separate-shipped-from-roadmap
Use when
When the roadmap starts to sound like the product
Output
Every feature marked shipped, committed or idea, with a date, owner and evidence, overclaims flagged
Skill 23 · Product, tech and data
If you've ever thought…
“Our deck describes features we haven't built yet.”
Send Me All 36 Data Room Skills5.2Map the Technical Architecture
Skill file: 24-map-the-technical-architecture
Use when
When a technical diligence questionnaire arrives
Output
A system map, a dependency register with owners, single points of failure, missing documentation
Skill 24 · Product, tech and data
If you've ever thought…
“Our only architecture diagram lives in one engineer's head.”
Send Me All 36 Data Room Skills5.3Index Security Evidence
Skill file: 25-index-security-evidence
Use when
When investors or a buyer send a security questionnaire
Output
A control register, audits and pen tests, open fixes with owners, a check on every security claim
Skill 25 · Product, tech and data
If you've ever thought…
“We say we're secure. Can we prove it?”
Send Me All 36 Data Room Skills5.4Document Data and Privacy
Skill file: 26-document-data-and-privacy
Use when
When you hold customer or personal data and investors ask who touches it
Output
A data inventory, where it flows, who can see it, how long it's kept, policy vs. practice
Skill 26 · Product, tech and data
If you've ever thought…
“Nobody has checked our privacy policy against what we really do.”
Send Me All 36 Data Room Skills5.5Describe Your AI Systems
Skill file: 27-describe-your-ai-systems
Use when
When your product or team uses AI and investors ask how
Output
An AI system register: providers, data sent, testing, human review, open questions for counsel
Skill 27 · Product, tech and data
If you've ever thought…
“Our deck says AI-powered. What exactly does that mean?”
Send Me All 36 Data Room SkillsStage 6 · 5 skills
Check Everything Before the Room Opens
Tie every claim to its proof, find the numbers that disagree, rank the red flags, plan what to black out, and run a go/no-go audit the day before access.
6.1Build the Source Index
Skill file: 28-build-the-source-index
Use when
When the deck is final and you're about to open the room
Output
Each claim tied to the file and page that proves it, metric definitions, the claims that need a fix
Skill 28 · Review and open
If you've ever thought…
“An investor asked where a number came from and I had to dig.”
Send Me All 36 Data Room Skills6.2Run Cross-File Checks
Skill file: 29-run-cross-file-checks
Use when
When the same number appears in the deck, the model and the financials
Output
A conflict log that keeps every value with its source and names who decides, plus an order of fixes
Skill 29 · Review and open
If you've ever thought…
“Why don't our revenue numbers match across files?”
Send Me All 36 Data Room Skills6.3Run the Red-Flag Review
Skill file: 30-run-the-red-flag-review
Use when
Before the investor's lawyers find the problems for you
Output
A ranked red-flag register, what blocks opening the room, disclosure calls for counsel, an owner and date for each
Skill 30 · Review and open
If you've ever thought…
“What will investors flag first?”
Send Me All 36 Data Room Skills6.4Redact Before You Share
Skill file: 31-redact-before-you-share
Use when
When payroll, contracts or staff files are about to go in the room
Output
A redaction plan, a redaction log, what must not be blacked out, and test results
Skill 31 · Review and open
If you've ever thought…
“Is it safe to share this file?”
Send Me All 36 Data Room Skills6.5Run the Final Audit
Skill file: 32-run-the-final-audit
Use when
The day before investors get access
Output
A go/no-go by section, the blockers, orphan files, and an access check
Skill 32 · Review and open
If you've ever thought…
“Are we really ready to open the room?”
Send Me All 36 Data Room SkillsStage 7 · 3 skills
Stay Ahead of the Questions Once Diligence Starts
Map the investor's own request list onto your index, run every question through one log from draft to sent, and prepare your team for the diligence call.
7.1Answer the Investor Request List
Skill file: 33-answer-the-investor-request-list
Use when
When the investor or buyer sends their own diligence checklist
Output
Their list mapped onto your index as covered, partial or missing, gaps with owners, a cover note
Skill 33 · During diligence
If you've ever thought…
“They sent a 90-item request list. Help.”
Send Me All 36 Data Room Skills7.2Run the Diligence Q&A Log
Skill file: 34-run-the-diligence-qa-log
Use when
When questions arrive by email, on calls and in the room at once
Output
Question, draft, approved, sent, with source, owner and date, restricted data blocked, corrections tracked
Skill 34 · During diligence
If you've ever thought…
“Two of us answered the same question two different ways.”
Send Me All 36 Data Room Skills7.3Prep for the Diligence Call
Skill file: 35-prep-for-the-diligence-call
Use when
The days before a financial, legal or product diligence call
Output
Likely questions, short sourced answers, who answers each, what not to say, follow-ups
Skill 35 · During diligence
If you've ever thought…
“The diligence call is Thursday and I don't know what they'll ask.”
Send Me All 36 Data Room SkillsWhich Claude Skill Fits Your Data Room Question?
Match the question you're asking right now to the skill built for it. Each row is colored by the stage of the room it belongs to.
Set Up Claude Skills for Your Data Room in 5 Minutes
- Download the skills pack.One zip with all 36 skills, one folder per skill, plus the cheat sheet. Keep the whole set or pull out only the stage you're working on.
- Turn on code execution in Claude.In claude.ai, open Settings → Capabilities and switch on code execution and file creation. On Team and Enterprise plans, your admin controls this.
- Upload the skills.Go to Customize → Skills, click +, then Create skill → Upload a skill. Start with 00-plan-your-data-room-route, then add as many as you like. Using ChatGPT or another AI? Paste a skill's text into the chat instead.
- Ask in plain words.Attach the files and say what you need. Claude applies the skill's method to your documents and cites where every finding came from.
The Quality Bar Every Data Room Skill Meets
Every skill pushes Claude toward answers that hold up when an investor's lawyer or analyst checks them, not generic AI filler.
Questions Founders Ask About Claude Skills for Data Rooms
What does this pack help me do?
It helps you build an investor data room and get through due diligence: plan the room, organize the company record, tie out the financials, back up every claim, find the red flags first, then answer the request list and the questions.
Do I have to use all 36 skills?
No. Each skill stands on its own. Run them in order for a full raise, or pull one when you only need the cap table, the runway number or the request list.
Is this only for venture rounds?
No. The skills work for SAFEs, priced rounds, bank and growth loans, and selling the company. Plan Your Data Room Route asks which one you're doing and picks the route.
How do the skills get into Claude?
Each skill is one folder with a single file. Upload the ones you need in Customize → Skills, then ask in plain words or name the skill in your prompt.
Do I need a paid Claude plan?
No. Skills work on Claude's free plan. Large rooms with many files run more smoothly on a paid plan.
Do the skills store or share my data room?
The skills don't host your data room or send it anywhere. They are instructions that help Claude organize and check the files you give it. Files you upload to Claude follow Anthropic's privacy policy and your Claude account's data settings, so check those, and your company's AI rules, first. You still need a secure place to keep and share the room.
Is it safe to use with confidential files?
Only in an AI tool your company has approved. Every skill reminds you of that. If in doubt, remove names, salaries and customer details first.
What if a document is missing?
The skill says so. It never invents a signature, approval or contract. Anything missing is marked [needs data] with who should find it.
Is there a course that shows me how to use them?
Yes. Investor-Ready Data Room with AI is a short Board Director Institute course. It shows you what to type, how to answer Claude's questions and how to fix what comes back, stage by stage on a made-up company, and ends with a Certificate of Completion.
Is this legal advice?
No. It's general education, not legal, tax or accounting advice. Where the law or the numbers matter, each skill tells you what to check with your lawyer or accountant.
Learn Every Skill, Step by Step, in the Course
Investor-Ready Data Room with AI is a short Board Director Institute course. Watch a whole room get built in Claude, one stage at a time.
What the course covers
Investor-Ready Data Room with AI · the course
Open a Data Room That Survives Due Diligence
Investors don't need a bigger room. They need one where every number ties out, every approval is on file and every answer has a source.
Board Director Institute is a company Michael Barrick founded. Claude is a product of Anthropic; Claude Skills for Investor Data Rooms is not made or endorsed by Anthropic. General education, not legal, tax or accounting advice. The presenter in this video is an AI version of Michael Barrick.