data-roomlisted

# Data Room (builder) A data room is a named, access-controlled bundle of documents at one URL, shared with **identified** external viewers — investors, buyers, clients. This skill covers assembly: contents, order, and the gate. Viewer management and engagement reading are separate skills (`room-access`, `room-engagement`). Follow the shared rules in the root `SKILL.md` (Business-plan gate, limits, safety). Check the gate first — `account_status` — before promising anything. ## Steps 1. **Agree the contents first.** List what goes in the room before publishing anything. For a raise, the standard order: company overview → metrics/KPIs → financials → cap table → customer proof → legal/incorporation. For M&A: the same with a heavier legal/contracts section and a diligence index up front. Ask what is missing rather than inventing sections. 2. **Publish each document.** Room documents are ordinary published documents: `get_design_system` → author self-contained HTML → `lint_document` → `publish`. Collect each returned `document_id`. Documents stay first-class; being in a room never changes or unpublishes their standalone URL (which is gated by the room while the room is live). 3. **Choose the access mode with the user** (read it back before creating): | Mode | Who gets in | Use when | |---|---|---| | `email` (default) | Anyone who verifies an email — magic link | Broad investor outreach where identity matters more than a wall | | `passcode` | Anyone with the shared passcode |