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", "set up the fileroom", "I need a data room for [deal/company]", or any request to organise or structure documents for due diligence. Also triggers when a user wants to replicate an existing deal room structure or import an index from a spreadsheet or reference deal. This skill MUST be used whenever the user is starting a new deal room or wants to customise the folder hierarchy before documents are uploaded. Do not use to audit or review an existing data room — use gap-analysis, document-quality-check, or risk-analysis-audit for that.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryGeneralStars0
About this skill
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", "set up the fileroom", "I need a data room for [deal/company]", or any request to organise or structure documents for due diligence. Also triggers when a user wants to replicate an existing deal room structure or import an index from a spreadsheet or reference deal. This skill MUST be used whenever the user is starting a new deal room or wants to customise the folder hierarchy before documents are uploaded. Do not use to audit or review an existing data room — use gap-analysis, document-quality-check, or risk-analysis-audit for that.
Quick start
Copy the install prompt. Use the green button above this README.
Send it to your agent. Paste it into your coding agent’s chat and send.
Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
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", "set up the fileroom", "I need a data room for [deal/company]", or any request to organise or structure documents for due diligence. Also triggers when a user wants to replicate an existing deal room structure or import an index from a spreadsheet or reference deal. This skill MUST be used whenever the user is starting a new deal room or wants to customise the folder hierarchy before documents are uploaded. Do not use to audit or review an existing data room — use gap-analysis, document-quality-check, or risk-analysis-audit for that.
About this listing
Category
General
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI