Use case
Startup or growth-company fundraising
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 Investor Materials | Pitch deck | — | Current investor deck |
| 01 Investor Materials | Executive summary | — | One-page overview if available |
| 02 Company and Governance | Cap table | — | Current and pro forma |
| 03 Financials and Metrics | Financial model | — | Forecast, assumptions and cash runway |
| 03 Financials and Metrics | KPI dashboard | — | ARR/MRR, retention, pipeline or relevant metrics |
| 04 Product and Technology | Product roadmap | — | Current and planned roadmap |
| 05 Customers and Market | Customer references | — | Only if approved for sharing |
| 06 Legal and IP | IP ownership | — | Assignments, registrations and licence agreements |
Implementation tips
- Keep the investor room lighter than an M&A room; focus on decision-driving material first.
- Use restricted folders for sensitive customer, employee or IP materials.
- Prepare a clean version before sharing broadly with top-of-funnel investors.
FAQs
What should be in an investor data room?
Usually pitch materials, cap table, governance documents, financial model, KPIs, product information, market/customer evidence and key legal/IP documents.
Should I share everything before a term sheet?
No. Stage the room and share deeper diligence materials only when investor seriousness and confidentiality are clear.