Organizes a private-credit data room (Google Drive, Box, Dropbox, SharePoint, Datasite, Egnyte, or local folder) into the 9-bucket structure that institutional lenders actually want. Use when the user has a messy data room, is preparing for a lender call, is a broker packaging a deal, or asks to "clean up", "organize", "audit", or "prep" a folder containing financial / legal / collateral documents for a private credit, debt facility, warehouse line, forward-flow, or acquisition diligence process.
