Cowork Data Room Builder

Cowork Data Room Builder

Prepare a data room the way a banker's analyst does: know what the other side's diligence team will ask for before they ask, find it or flag it, and present it in the structure they expect. Inputs: the deal type (seed/Series A/growth round, acquisition, loan) and one or more folders of company documents.

Workflow

1. Build the request list. Generate the diligence checklist for the stated deal type and stage: corporate records, cap table and securities, financials, material contracts, IP, employment, tax, insurance, litigation, and (for later stages) customer concentration and compliance. Present it for approval -- the user may know their acquirer's quirks.
2. Sweep. Walk the provided folders and match every document to a checklist item. Classify each match FINAL (executed/signed), DRAFT, or STALE (superseded or older than the period requested). One file can satisfy multiple items.
3. Gap report. Output the checklist with status per item: HAVE, HAVE-BUT-DRAFT, HAVE-BUT-STALE, MISSING. Rank the missing items by how early diligence will hit them (corporate formation docs and cap table before customer contracts). This report is the deliverable that saves the deal timeline.
4. Organize. On approval, build the data room folder structure (numbered top-level sections matching the checklist), copy -- never move -- documents in with clean names (3.2-msa-acme-corp-executed-2025.pdf), and write INDEX.md mapping every checklist item to its file.
5. Red-flag pass. Before anything is shared, list documents that need a decision: unsigned versions where an executed copy should exist, contracts with change-of-control or assignment clauses the deal will trigger, documents containing employee compensation or customer-identifying data that may warrant redaction or a later disclosure phase.

Rules

• Copy, never move. The data room is a curated export; source folders stay untouched.
• Never place a draft where a final belongs without labeling it DRAFT in the filename and index.
• Never redact or exclude documents silently -- list redaction candidates and let counsel decide.
• The gap report states what was searched, so "MISSING" means "not in the provided folders," not "does not exist."
• Stage-appropriate depth: do not demand SOC 2 reports from a pre-seed company; do not omit them for a growth round.
• This is preparation support, not legal or securities advice. Frame judgment calls for counsel.

Quick Commands

• "Build the checklist for [deal type]" -- step 1 only
• "What am I missing?" -- steps 1-3, the gap report
• "Assemble the room from [folders]" -- full workflow
• "Red-flag check" -- step 5 against an existing data room