Use case
Preparing SaaS fundraising, growth investment or acquisition diligence
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 Company and Fundraising | Pitch deck and memo | — | Current investor materials |
| 02 Metrics | ARR and MRR bridge | — | Monthly bridge with additions, churn and expansion |
| 02 Metrics | Cohort and retention analysis | — | Logo and net revenue retention |
| 03 Customers | Customer contracts | — | Top contracts, order forms and standard terms |
| 04 Product and Technology | Roadmap and architecture | — | Product roadmap, system diagram, hosting overview |
| 05 Security and Compliance | Security policies | — | SOC reports if available; do not fabricate certifications |
| 06 Finance | Financial model | — | Forecast, burn, runway and assumptions |
Implementation tips
- Separate metrics source files from board-level KPI summaries.
- Keep security documents restricted until buyer/investor seriousness is clear.
- Define ARR/MRR methodology so diligence reviewers do not infer inconsistencies.
FAQs
What is different about a SaaS data room?
SaaS diligence tends to focus heavily on recurring revenue quality, churn, retention, cohort behaviour, product scalability and security posture.
Should customer-level revenue be included?
Often yes, but consider anonymised versions or restricted access where customer confidentiality matters.