You're in

Download Your Claude Skills for Investor Data Rooms

Both downloads are below. Bookmark this page; we don't send them by email.

Download the 36 skills (.zip) Download the cheat sheet (PDF)

Set Up Claude Skills for Your Data Room in 5 Minutes

  1. Turn on code execution. In claude.ai, open Settings → Capabilities and switch on code execution and file creation.
  2. Upload a skill. Go to Customize → Skills → Upload a skill. Start with 00-plan-your-data-room-route; the cheat sheet shows the rest.
  3. Ask in plain words. Paste one of these to get started:
"Use 00-plan-your-data-room-route. We're raising a Series A and the lead investor wants the data room in three weeks."
"Here are our cap table, SAFE list and option ledger. Tie them out and keep every mismatch."

Want to See Every Skill Used, Step by Step?

Investor-Ready Data Room with AI is a short Board Director Institute course. You watch a whole data room get built in Claude, prompt by prompt: what to type, how to answer its questions, and how to fix what comes back.

It ends with a short quiz and a Certificate of Completion.

See the Course

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.