How do I install the Vdr Management skill?

Run npx skillmds@latest add lauraflorentin/vdr-management in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Vdr Management safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Vdr Management?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Vdr Management free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Vdr Management?

lauraflorentin (@lauraflorentin) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Vdr Management by lauraflorentin — Agent Skill

Name: Vdr Management
Author: lauraflorentin

Vdr Management

Virtual Data Room classification and organization. Scans unstructured file uploads, identifies document types (cap tables, IP licenses, vendor contracts, tax filings, payroll), applies standardized M&A naming conventions and folder hierarchies. Transforms chaotic seller document dumps into diligence-ready repositories on day one. Use when user asks to "set up a data room", "organize VDR", "data room management", or mentions virtual data room, document indexing, or VDR permissions.

File contents

VDR Management

The genesis of any M&A transaction involves the population of a Virtual Data Room. Sellers or their investment bankers dump thousands of poorly labeled files into a centralized repository — scanned PDFs of decades-old leases, raw Excel trial balances, unformatted payroll ledgers. The administrative burden of organizing these files represents a massive loss of analytical bandwidth.

When to Use

A seller has uploaded unstructured documents to a VDR
Buy-side teams need to organize incoming data room files for diligence
Files need standardized naming conventions and folder hierarchies
Deal teams need to transition from document discovery to analysis immediately

The /vdr-classify Protocol

How It Works

Ingest each file's text using NLP and OCR
Recognize the legal or financial taxonomy of each document
Map to standard M&A index structures:
- Legal (corporate governance, contracts, IP, litigation)
- Financial (audited statements, tax returns, trial balances, bank statements)
- HR (employee census, benefit plans, org charts)
- Operational (customer lists, vendor agreements, real estate)
- Regulatory (permits, licenses, compliance records)
Apply standardized naming conventions
Generate a complete VDR index with document counts per category

Standard M&A Folder Hierarchy

VDR/
├── 01 - Corporate & Governance
├── 02 - Financial Statements & Tax
├── 03 - Material Contracts
├── 04 - Intellectual Property
├── 05 - Real Estate & Assets
├── 06 - HR & Employee Benefits
├── 07 - Insurance
├── 08 - Regulatory & Compliance
├── 09 - Environmental
├── 10 - Litigation & Claims
├── 11 - Technology & IT
├── 12 - Customers & Revenue
└── 13 - Miscellaneous

Output Format

## VDR Classification Report

**Total Files Processed**: [N]
**Auto-Classified**: [N] ([%])
**Requires Manual Review**: [N]

### Classification Summary
| Category | Files | Key Documents Identified |
|----------|-------|-------------------------|
| Corporate & Governance | [N] | Articles of incorporation, bylaws, board minutes... |
| Financial & Tax | [N] | 3-year audited financials, tax returns... |
| Material Contracts | [N] | Customer MSAs, vendor agreements... |
| ... | ... | ... |

### Flagged Items
- [Files that couldn't be classified]
- [Duplicate documents detected]
- [Missing expected documents (e.g., no audited financials found)]

Operating Guidelines

Prioritize accuracy over speed — misclassified documents create downstream diligence errors
Flag documents that appear to be duplicates or multiple versions
Identify missing categories — if no tax returns are found, flag immediately
Apply consistent date formatting in file names (YYYY-MM-DD)
Preserve original file names in a mapping table for audit trail
Never delete or modify original files — classification is additive

Time Savings

Saves 10+ hours per VDR drop. Eliminates the administrative friction of organizing misfiled or poorly named seller documents, creating a diligence-ready environment instantly.

---name: vdr-managementdescription: Virtual Data Room classification and organization. Scans unstructured file uploads, identifies document types (cap tables, IP licenses, vendor contracts, tax filings, payroll), applies standardized M&A naming conventions and folder hierarchies. Transforms chaotic seller document dumps into diligence-ready repositories on day one. Use when user asks to "set up a data room", "organize VDR", "data room management", or mentions virtual data room, document indexing, or VDR permissions.---# VDR ManagementThe genesis of any M&A transaction involves the population of a Virtual Data Room. Sellers or their investment bankers dump thousands of poorly labeled files into a centralized repository — scanned PDFs of decades-old leases, raw Excel trial balances, unformatted payroll ledgers. The administrative burden of organizing these files represents a massive loss of analytical bandwidth.## When to Use- A seller has uploaded unstructured documents to a VDR- Buy-side teams need to organize incoming data room files for diligence- Files need standardized naming conventions and folder hierarchies- Deal teams need to transition from document discovery to analysis immediately## The /vdr-classify Protocol### How It Works1. **Ingest** each file's text using NLP and OCR2. **Recognize** the legal or financial taxonomy of each document3. **Map** to standard M&A index structures: - Legal (corporate governance, contracts, IP, litigation) - Financial (audited statements, tax returns, trial balances, bank statements) - HR (employee census, benefit plans, org charts) - Operational (customer lists, vendor agreements, real estate) - Regulatory (permits, licenses, compliance records)4. **Apply** standardized naming conventions5. **Generate** a complete VDR index with document counts per category### Standard M&A Folder Hierarchy```VDR/├── 01 - Corporate & Governance├── 02 - Financial Statements & Tax├── 03 - Material Contracts├── 04 - Intellectual Property├── 05 - Real Estate & Assets├── 06 - HR & Employee Benefits├── 07 - Insurance├── 08 - Regulatory & Compliance├── 09 - Environmental├── 10 - Litigation & Claims├── 11 - Technology & IT├── 12 - Customers & Revenue└── 13 - Miscellaneous```### Output Format```## VDR Classification Report**Total Files Processed**: [N]**Auto-Classified**: [N] ([%])**Requires Manual Review**: [N]### Classification Summary| Category | Files | Key Documents Identified ||----------|-------|-------------------------|| Corporate & Governance | [N] | Articles of incorporation, bylaws, board minutes... || Financial & Tax | [N] | 3-year audited financials, tax returns... || Material Contracts | [N] | Customer MSAs, vendor agreements... || ... | ... | ... |### Flagged Items- [Files that couldn't be classified]- [Duplicate documents detected]- [Missing expected documents (e.g., no audited financials found)]```## Operating Guidelines- Prioritize accuracy over speed — misclassified documents create downstream diligence errors- Flag documents that appear to be duplicates or multiple versions- Identify missing categories — if no tax returns are found, flag immediately- Apply consistent date formatting in file names (YYYY-MM-DD)- Preserve original file names in a mapping table for audit trail- Never delete or modify original files — classification is additive## Time SavingsSaves **10+ hours per VDR drop**. Eliminates the administrative friction of organizing misfiled or poorly named seller documents, creating a diligence-ready environment instantly.

Frequently asked questions