Welcome to
THE VAULT
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.
Pitch Deck
We can create or overhaul
✔ Full deck build or redesign
✔ Story Arc Development
✔ Multiple Versions ( short, long, teaser)
Thesis Creation
We help founders articulate:
✔ Your Core Narrative
✔ Market Opportunity
✔ Problem + Solution
✔ Competitive Landscape
✔ Business Model
✔ Why Now
✔ Why You
Data Room Setup
See the comprehensive list above on what is typically expected.
✔ Corporate Documents
✔ Financials
✔ Cap Table
✔ Product Roadmap
✔ Customer Testimonials
✔ Ideal Customer Profile
✔ Team Bios
✔ Legal Docs
✔ Market Research
✔ Anything else investors expect.
Investor-Ready Packaging
We will create, organise and structure in your systems (Airtable, Notion, Google Drive, OnDrive, Dropbox)
✔ Folder Structure
✔ Naming Conventions
✔ Version Control
✔ Access Permissions
✔ Optional: Branded Landing Page for Investor Access.
Optional Add-ons
Pitch Deck Only $750 - $1500
Thesis Only $400 - $800
Data Room Setup $500 - $1,200
Monthly Updates $150 - $350
Quarterly Updates $300 - $600
One-Time Build
$5,000 - $20,000 CDN
Fee depends on complexity and resources needed.
What goes in a data room?
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.
HOT TIPS
1. A Data Room is evidence of what you told investors in your pitch.
2. Show the evidence you've built a good company.
3. Your pitch deck is your first date.
4. Corp investors will focus on the balance sheet, trad investors will focus on returns.
5. Know what captial you want: family/friends, angels, VC, etc.
6. Treat your raise like a sales strategy with existing & potential investors in a sales pipeline.
7. Holy Trinity of Data Rooms: Pitch Deck - Cap table - Financial Models.
8. Term sheets are not a done deal - they can get pulled.
9. If you lack business acumen, get into an accellerator program.
10. Hire MESH. You're Welcome!
I'm just here to Mesh ~ Stay meshy, not messy ~ Mesh flow activated ~ Full Mesh mode ~ Productivity in the meshosphere ~ Beta life, Mesh fit ~ Disrupt & Mesh ~ Mesh around and find out ~ Meshtastic ~ Life is Meshy ~ Mesh happens