Free Resource
Investor Data Room Checklist
Complete guide to organizing your investor data room for due diligence. Make sure you have everything investors need before they ask.
When raising capital, having a well-organized data room can make or break your fundraising process. This comprehensive checklist covers all the essential documents and information investors expect to see during due diligence.
Complete Data Room Checklist
Financial Documents
- Historical financial statements (last 3-5 years)
- Current year P&L and balance sheet
- Monthly/quarterly financials (last 12-24 months)
- Cash flow statements and projections
- Revenue and expense breakdown by category
- Budget vs. actuals reports
- Financial projections (3-5 years)
- Tax returns (last 3 years)
- Accounts receivable and payable aging reports
Legal & Corporate Documents
- Certificate of incorporation
- Bylaws and operating agreements
- Capitalization table and ownership structure
- Stock purchase agreements and option grants
- Previous financing documents and term sheets
- Board meeting minutes and consents
- Material contracts and agreements
- Intellectual property registrations and assignments
- Litigation history and pending cases
Business Operations & Metrics
- Business plan and executive summary
- Product roadmap and development timeline
- Key performance indicators (KPIs) and metrics
- Customer acquisition and retention data
- Sales pipeline and conversion metrics
- Marketing materials and branding guidelines
- Competitive analysis and market research
- Strategic partnerships and vendor agreements
Team & Human Resources
- Organizational chart and team bios
- Employee headcount and hiring plan
- Key employee agreements and offer letters
- Equity option plan and grants summary
- Compensation and benefits overview
- Employment handbook and policies
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