Use case
Series B+ / growth round with institutional investors
Download the CSV, open it in Excel or Google Sheets, customise the rows, then upload the finished index to Data Room Builder. The columns are intentionally simple: Level 1, Level 2, Level 3 and Notes.
| Level 1 | Level 2 | Level 3 | Notes |
|---|---|---|---|
| 01 Investment Pack | 01.01 Deck and model | — | Current deck, three-statement model, cap table |
| 02 Metrics | 02.01 Revenue quality | — | ARR bridge, NRR/GRR, cohort retention |
| 02 Metrics | 02.02 Unit economics | — | CAC payback, LTV, contribution margin |
| 03 Corporate | 03.01 Prior rounds | — | All financing documents and side letters |
| 04 Commercial | 04.01 Pipeline and references | — | Coverage, win rates, referenceable customers |
| 05 Team | 05.01 Org and hiring plan | — | Current org, key hires the round funds |
| 06 Legal | 06.01 IP and contracts | — | IP assignments, key customer/supplier terms |
| 07 Use of Funds | 07.01 Plan and milestones | — | 18–24 month plan tied to the model |
Implementation tips
- Reconcile every deck metric to a file in 02 Metrics — mismatches cost credibility fast.
- Keep prior-round side letters complete; growth funds always ask what rights already exist.
- Version the model and mark the one bidders should underwrite.
FAQs
How is a growth room different from a seed room?
Depth of metrics evidence: funds re-compute retention and unit economics from raw exports, not summary slides.
Should customer names be anonymised?
Early rounds often anonymise cohorts; by the confirmatory phase expect named references under NDA.