What investors expect to find
- 8
- Folders in a complete data room
- 16
- Documents at pre-seed
- 41
- Documents at Series A
- Free
- No credit card required
Pick your stage and revenue status. Get the exact list of documents investors expect in due diligence, grouped the way a data room should be.
Sign up to save your progress, upload the deck, and share one tracked link that shows you which investors opened it.
Used by founders raising at YC, Techstars, 500, Antler, and Google for Startups.
Created by founders from top global accelerators
Two choices. One checklist. No guessing what investors will ask for.
Pre-seed, seed or Series A, and whether you have revenue. Each adds documents; nothing irrelevant shows up.
Eight folders, ordered the way diligence runs: company, financials, traction, product, team, market, customers, compliance.
Move the list into a Round Funded Data Room, upload the deck, and send one tracked link with every investor email.
Investors read the room as a proxy for how you run the company. Four things they notice.
Diligence starts with ownership. A fully diluted cap table that already includes SAFEs, notes and the option pool tells an investor you understand what they are buying. A messy one delays every later question.
Sixteen documents is enough at pre-seed. Padding the room with a 40-page GTM plan you have not executed reads as theatre. Show incorporation, cap table, model, deck, team and the pipeline, and keep the rest for seed.
Revenue by customer, bank statements and the P&L get cross-checked. If the numbers disagree by more than rounding, the conversation shifts from your product to your bookkeeping. Reconcile before you upload.
Nobody asks a pre-seed startup for data processing agreements. By Series A, privacy terms, DPAs, licenses and a litigation statement are standard requests, and a missing one can hold a term sheet.
Company and legal records, financials, traction metrics, product material, team information, market strategy, customer contracts and compliance documents. The exact list depends on stage: about 16 items at pre-seed, 32 at seed and 41 at Series A.
A due diligence checklist is what the investor asks for. A data room checklist is how you organise your answers before they ask. This generator builds the second one from the first, grouped into the folders investors expect.
Before the first investor meeting, not after the first request. A room that exists on day one shortens diligence and signals discipline. At pre-seed a lean room takes an afternoon.
Yes, a shorter one. Pick pre-revenue in the generator and the revenue documents drop out, leaving incorporation, cap table, model, deck, team and pipeline. That is what a pre-seed investor actually reads.
Yes. Series A adds unit economics, security, key employment agreements, vendor contracts, insurance and the compliance folder. Pick Series A and generating revenue to see the full set.
The Round Funded Data Room is free to build and share. Every investor you email through Round Funded gets a personal tracked link, so you see who opened the deck and who clicked to book a call.
Checklist first. Then price it, build it, and fill it with investors.
Round Funded
Build your Data Room on Round Funded, share one link, and see which investors opened it. Free to start.