> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Data room review

> Check a data room for missing documents and red flags.

Diligence starts with a data room and a checklist, and someone has to map every file by hand. When new documents land, Hops checks them against your checklist and flags what is missing or worrying.

<Info>
  **How it runs:** Triggered. An automation runs when new files are uploaded to the data room, and you can also ask Hops directly.
</Info>

## What it does

* **Maps files to the checklist.** Every document is matched to an item on your diligence checklist.
* **Lists what is missing.** Open items are listed, such as cap table history or IP assignments.
* **Flags red flags.** Customer concentration, related-party deals and unusual terms are called out.
* **Cites the file.** Every finding names the document it came from.
* **Only reports what changed.** After the first pass, new uploads update the review instead of repeating it.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/vcpe-data-room.gif?s=34cdd070cecea499c1ba2289c64c7100" alt="data-room-review skill, Hops used the skill to check the data room against the checklist" width="1440" height="810" data-path="images/use-cases/vcpe-data-room.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Review the Lumen data room against our checklist.
```

```text theme={null}
What is still missing from the Globex data room?
```

```text theme={null}
Flag any customer concentration or related-party issues in the Acme data room.
```

```text theme={null}
What was uploaded to the Lumen data room since yesterday?
```

```text theme={null}
Which checklist items are covered only by a single document?
```

Example reply:

> Lumen data room reviewed:
>
> * 38 of 45 checklist items present.
> * Missing: cap table history and IP assignments.
> * Red flag: customer concentration over 40%.

## What you get

* **A post** in the deal Space (or Slack channel) when new uploads change the picture.
* **A saved Doc** in **Docs** with the review and a checklist **Table** in **Tables**, updated with each run.
* **Answers on demand.** Ask Hops about any item or file in chat.

## Connections needed

Connect these apps. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="Google Drive" icon="google-drive" href="https://app.hops.ai/my-hops/connections">
    The data room folder (or Dropbox).
  </Card>

  <Card title="Slack" icon="slack" href="https://app.hops.ai/my-hops/connections">
    Where review updates are posted.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect the apps above in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Create the Space">
    Create a **deal-flow** Space per deal and pin the diligence checklist in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Give Hops these instructions:

    ```text theme={null}
    You review data rooms. Map every document to the checklist, list missing items and flag red flags such as concentration, related-party deals or unusual terms. Cite the file for each finding.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Trigger it">
    Run it when new files are uploaded to the data room. It posts what changed to the deal Space and updates the review Doc and checklist Table.

    See [Automation](/docs/spaces/automation).
  </Step>
</Steps>


## Related topics

- [VC & PE](/teams/vc-pe.md)
- [Deal rooms](/teams/sales/use-cases/deal-rooms.md)
- [Investment memo](/teams/vc-pe/use-cases/investment-memo.md)
- [Pipeline review](/teams/revops/use-cases/pipeline-review.md)
- [Board meeting and fundraise prep](/teams/founders-executives/use-cases/board-deck-prep.md)


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