Data Room: everything an investor or lender asks for, in one organized place
Virtual data room with corporate, financial, legal, IP, team, customer and product folders, a diligence checklist and access controls.
What goes into a data room
Diligence goes faster when every answer is one click away. We build your data room around the folders investors and lenders expect.
Corporate
Articles of incorporation, business registration, minute book, shareholder and board resolutions, org chart.
Cap table & equity
Current cap table, option plan, SAFEs and convertible notes, shareholder agreements.
Financial
Financial statements (last 2–3 years plus year to date), tax returns or NOAs, management accounts, budget and forecast.
Financial model
Three-statement model with assumptions, scenarios and use of funds.
Legal & contracts
Key customer, supplier and partner contracts, leases, loan agreements, any litigation.
Intellectual property
Patents, trademarks, IP assignments from founders and contractors, licences.
Team & HR
Leadership bios, employment agreements, contractor agreements, ESOP grants.
Customers & traction
Customer list (anonymized where needed), pipeline, KPIs, case studies and references.
Product & technology
Product overview, roadmap, architecture summary, security and privacy practices.
Diligence checklist & access
A checklist that tracks what's complete, plus folder-level permissions and viewer tracking.
How it works
- STEP 1Book a free 15-minute meeting or send us the short requirement form
- STEP 2We confirm scope and send you a written quote
- STEP 3You approve the quote and pay online
- STEP 4We deliver, with a review round before anything is final