Data room checklist
Every document investors expect at seed and at Series A. Tick off what's ready, mark what doesn't apply, and download your list.
01 Company basics 0 of 6
02 Deck and model 0 of 3
03 Numbers so far 0 of 3
04 Cap table 0 of 4
05 Team and IP 0 of 4
06 Customers and contracts 0 of 3
Legal and corporate 0 of 10
Financials 0 of 8
Tax and compliance 0 of 7
People and contracts 0 of 9
Product, IP and customers 0 of 9
How to use it
- Your ticks stay in this browser, so you can come back to them. Nothing is sent anywhere.
- "Not needed" takes a document out of the count, for things that don't apply to your company.
- The download is a spreadsheet of the list with each document's status, to share with your co-founder or CA.
What goes in each folder, what to leave out at seed and the order investors open things are in our guides, Seed round data room checklist for Indian startups and Series A due diligence checklist for Indian startups.