Data Room Checklistv1.0.0

A pre-revenue or early-revenue SaaS company preparing for a seed round. Focus on corporate documents, financial projections, product roadmap, and key team bios. Investors expect clarity on burn rate and go-to-market strategy.

An e-commerce company with proven revenue seeking Series A funding. Emphasis on financials (P&L, revenue breakdown), customer contracts, compliance (data privacy), and commercial metrics like churn and pricing history.

A biotech startup undergoing acquisition due diligence. Critical documents include IP assignments, regulatory filings, clinical trial data, and legal agreements. Requires strict access controls for sensitive information.

A growing fintech company organizing records for board oversight. Needs corporate minutes, compliance reports (audits, permits), financial statements, and HR documents like compensation summaries and option pool details.

Recurring revenue from software subscriptions. Key documents include customer contracts, churn data, product architecture, and financial projections. Investors focus on MRR/ARR and customer lifetime value.

Facilitates transactions between buyers and sellers, taking a commission. Important documents are partnership agreements, transaction volume data, compliance with regulations, and commercial pipeline for network effects.

Revenue from physical goods sales. Requires supply chain agreements, IP documentation, production costs, and compliance certificates. Financials should include COGS and inventory management details.