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

• 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.
• 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 Classify each match FINAL (executed/signed), DRAFT, or STALE (superseded or older than the period requested).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.
• 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.
• 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.
• 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