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Due Diligence Data Room Preparation
Prepare a comprehensive due diligence data room for investors.
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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
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