Datasite

Plugin datasite in ConcertoNotes/codex-plugins. Commands read from the repo's manifest — 1 month ago.

Skills (8)

• bulk-qa-answers

  Bulk Q&A Answers skill for Datasite deal rooms. Use this skill whenever a sell-side deal team wants to answer multiple buyer questions at once, generate AI draft responses from VDR content, produce a Q&A tracker spreadsheet, or build a Q&A management dashboard. Triggers include: "answer the Q&A", "d

• document-quality-check

  Document Quality Check skill for Datasite deal rooms. Use this skill whenever a deal team wants to audit document quality before going live to buyers. Triggers include: "check document quality", "flag bad documents", "find password protected files", "check for blank documents", "PII check", "redacti

• gap-analysis

  Data Room Gap Analysis skill for Datasite deal rooms. Use this skill whenever a sell-side deal team wants to audit what is missing, sparse, or incomplete in their data room before going live to buyers. Triggers include: "run a gap analysis", "what's missing from the data room", "check the data room

• irl-tracker

  Information Request List (IRL) Tracker skill for Datasite deal rooms. Use this skill whenever a deal team wants to compare VDR content against a buyer's information request list, track document delivery status, or build a due diligence tracker dashboard. Triggers include: "map the IRL", "track what'

• launch-readiness-orchestrator

  Launch Readiness Orchestrator skill for Datasite deal rooms. Use this skill whenever a deal team wants a single pre-go-live readiness check across their data room — combining gap analysis, document quality audit, and risk review into one consolidated "is the room ready?" view. Triggers include: "are

• risk-analysis-audit

  Risk Analysis Audit skill for Datasite deal rooms. Use this skill whenever a sell-side deal team wants to audit, review, or flag risks across a data room before going live. Triggers include: "run a risk audit", "flag risks in the data room", "risk review", "what are the risks in this deal", "audit t

• smart-file-renaming

  Smart File Renaming skill for Datasite deal rooms. Use this skill whenever a deal team wants to standardise document names, clean up scanned file names, normalise naming across similar document types, or improve the professionalism of the data room before going live. Triggers include: "rename the fi

• vdr-index-setup

  VDR Index Setup skill for Datasite deal rooms. Use this skill whenever a user wants to create, propose, design, or set up a Virtual Data Room (VDR) index or folder structure for a deal. Triggers include: "set up a data room", "create a VDR index", "build a deal room structure", "prepare the index",

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