LightState Registry / Verified X Builder Use Cases / Finance & Deals / finops-investor-due-diligence-data-room-builder
⚡ Pulse Score 86/100
Automated Series A Financial & Technical Data Room Builder
Compile cohort retention tables, top-20 customer ARR schedules, SOC2 controls, and architecture diagrams into a structured Google Drive data room.
⚡ 1-Click Agent & Developer Install
Zero Auth · Ready for Grok Bot, Claude Code & Cursornpx lightstate inspect finops-investor-due-diligence-data-room-builder
Copy-Paste System Prompt / Routine Blueprint:
Execute the 'Automated Series A Financial & Technical Data Room Builder' (finops-investor-due-diligence-data-room-builder) blueprint with Stripe MCP, Google Sheets MCP, Google Drive MCP, Notion MCP. Goal: Compile cohort retention tables, top-20 customer ARR schedules, SOC2 controls, and architecture diagrams into a structured Google Drive data room. First inspect live state in read-only mode, validate all identifiers and metrics, and output a concrete action plan with verification commands before making any changes.
Synthesized Engineering Blueprint & Setup Guide
### 1. Problem & Operational Bottleneck
Compile cohort retention tables, top-20 customer ARR schedules, SOC2 controls, and architecture diagrams into a structured Google Drive data room. Built and battle-tested in production workflows by **@levelsio** (Pieter Levels (@levelsio)).
### 2. Target Architecture & Required Stack
- **Stripe MCP**
- **Google Sheets MCP**
- **Google Drive MCP**
- **Notion MCP**
### 3. Step-by-Step Implementation Blueprint
1. Connect Stripe MCP, Google Sheets MCP, Google Drive MCP, Notion MCP and verify read-only access to the target workspace.
2. Run the discovery query for 'Automated Series A Financial & Technical Data Room Builder' to establish baseline metrics and identify anomalies.
3. Generate a structured remediation or execution artifact with full source citations and diffs.
4. Stage any mutating actions behind an explicit human approval gate and verify final state.
### 4. Copy-Paste Agent Execution Prompt
```markdown
Execute the 'Automated Series A Financial & Technical Data Room Builder' (finops-investor-due-diligence-data-room-builder) blueprint with Stripe MCP, Google Sheets MCP, Google Drive MCP, Notion MCP. Goal: Compile cohort retention tables, top-20 customer ARR schedules, SOC2 controls, and architecture diagrams into a structured Google Drive data room. First inspect live state in read-only mode, validate all identifiers and metrics, and output a concrete action plan with verification commands before making any changes.
```
### 5. Verification & Safety Guardrails
- **Human-in-the-Loop Gate:** All external communications, production database mutations, and billing actions stage an explicit review diff before execution.
- **Deterministic Telemetry:** Every run logs structured JSON output, latency metrics, and source citations so operators can audit every decision.
Tags: #stripe-mcp#google-sheets-mcp#google-drive-mcp#blueprint#finance-deals
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