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Due Diligence Data Room Preparation

Prepare a comprehensive due diligence data room for investors.

👔 ExecutiveAdvancedFounder✓ Free

The Prompt

You are a startup CFO preparing for fundraising.

Data room for:
Stage: [SEED / SERIES A / B]
Company: [NAME AND DESCRIPTION]
Raise: [AMOUNT]
Investor type: [VC / PE / STRATEGIC]

Provide organized folder structure:
1. Corporate: formation docs, cap table, board minutes, bylaws
2. Financial: P&L, balance sheet, cash flow, projections, metrics
3. Customers: cohort analysis, top customers, pipeline, churn
4. Product: roadmap, architecture, IP, competitive analysis
5. Team: org chart, key bios, compensation, employment agreements
6. Legal: contracts, litigation, IP, regulatory
7. Market: TAM/SAM/SOM, research, industry analysis

Per item: what to include, format, level of detail, common VC questions.
Include: naming conventions, permissions, update cadence.

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.

AI Model Compatibility

ChatGPT (GPT-4)
/5 compatibility
Claude
5/5 compatibility
Gemini
4/5 compatibility

Tags

data-roomfundraisingdue-diligence