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Investor Data Room Checklist (Founder Edition)
Term sheets get won in the pitch and lost in diligence, when an investor opens your files and the room does the talking. You rehearse the story for weeks, then the folders get thrown together the night before. This checklist is the data room, folder by folder, every document tagged by stage from pre-seed to Series A. The Excel tracker sits alongside it with status, location, and owner columns, so you build while you read.
Product details
What's included:
10-folder checklist covering every document investors expect, each item tagged by stage so you know what's required at pre-seed versus Series A
Excel tracker with every checklist item plus status, location, and owner columns, and a live progress counter that fills as your room does
"What Investors Open First" breakdown: the cap table, the financial model, and the IP assignments, with exactly what each one is being checked for
p.s. by entering your email you'll also be signed up to Tiny Margins, where every Thursday I share how to catch your next expensive mistake before it costs you the company.
