What goes in a data room?
Not an exhaustive list. But it will help get you started.
Here's a list of some of the key documents you should have in your Corporate Folder:
- Incorporation docs.
- Fully diluted cap table.
- Agreements.
- IP Ownership.
- Founder and key employee agreements.
- Vesting schedules.
- Employee stock options.
Your financial folder should contain the following at a minimum:
- Historic financials - unaudited if under $1M.
- Burn rate.
- Major expenses.
- Key financial metrics.
- Payroll.
- Growth model.
- Pro-forma financial statements with assumptions.
- Pricing & unit economics.
- Show you have economic repeatability.
- Go to Market plan with a detailed ICP.
- Sales Playbook
- OTE for reps and book pricing.
- Conversion by Stage (ie MQL to SQL to Opp).
- Current sales pipeline.
-Unpaying customers / users / pilots. Letters of intent, waiting list.
- Customer Interviews
- SAM TAM SOM
Your Team Folder should contain the following:
- Founders (credentials, projects, connection to the project)
- Advisors, investors, accelerators.
- Development Team and/or Lead
- Payroll, ESOP & Bonus Liabilities.
Product & Tech Folder should have the following:
- Architecture & Roadmap
- IP. Provisional, recommended, etc.
- Usage Reporting / Re-orders.
- Usage by Customer
- Churn & Churn Reports
This folder should have the following:
- Updated Deck.
- Appendix Slides
- Proposed Funding Round
- Use of Funds
- FAQ
- Investment Memo if any.
Data Rooms
90% of deals fall apart due to poor data rooms.
Have a thesis and/or a proven MVP? Have you been asked for your data room? If you're in pre-seed or friends & family round of raising funds, you need a Data Room. Your pitch deck is only the first date. ngl, this is an essential part of fund-raising that requires a time and financial commitment from the founders. Whether starting from scratch, missing some pieces or need a second pair of eyes, we can assimilate and analyse your data so you an focus on your investor pipeline.
psst...you should be treating your raise like a sales strategy with your existing and potential investors in a sales pipeline.
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