datapack-builder

Build professional, standardized financial data packs for private equity, investment banking, and asset management. Transform financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into polished Excel workbooks ready for investment committee review.

Important: Use the xlsx skill for all Excel file creation and manipulation throughout this workflow.

Every data pack must achieve these standards. Failure on any point makes the deliverable unusable.

从各种来源（包括 CIM、提供备忘录、SEC 文件、网络搜索或 MCP 服务器）构建专业金融服务数据包。将财务数据提取、规范化和标准化到可供投资委员会使用的 Excel 工作簿中，并具有一致的结构、正确的格式和记录的假设。用于并购尽职调查、私募股权分析、投资委员会材料以及标准化投资组合公司的财务报告。请勿用于简单的财务计算或使用已完成的数据包。 来源：anthropics/financial-services-plugins。