datapack-builder

Build professional financial services data packs from various sources including CIMs, offering memoranda, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee–ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.