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Data Room Checklist
Everything you need to prepare for investor due diligence. A well-organized data room accelerates the closing process.
Corporate Documents
- Certificate of Incorporation
- Bylaws
- Board meeting minutes
- Stockholder agreements
- Stock option plan documents
Cap Table & Equity
- Current cap table (fully diluted)
- Stock purchase agreements
- Option grants and exercises
- SAFEs and convertible notes
- 409A valuation (if available)
Financials
- Monthly P&L (last 12-24 months)
- Balance sheet
- Bank statements
- Financial projections (3-5 years)
- Key metrics dashboard
Contracts
- Key customer contracts
- Vendor agreements
- Partnership agreements
- Office lease
- Insurance policies
Team & HR
- Org chart
- Founder employment agreements
- Key employee contracts
- Offer letter templates
- Employee handbook
Product & IP
- Product roadmap
- Technical architecture overview
- Patents and trademarks
- IP assignment agreements
- Open source compliance
Pro Tips
- • Use a secure platform like Dropbox, Google Drive, or DocSend
- • Organize files with clear folder structure and naming conventions
- • Keep documents up to date throughout the fundraising process
- • Have your lawyer review sensitive documents before sharing