Data Room Builder

Build a structured virtual data room checklist and folder hierarchy for fundraising, M&A, or due diligence.

When to Use

• Preparing to raise a funding round (Seed through Series C+)
• Selling a business or going through M&A due diligence
• Responding to investor or acquirer document requests
• Organizing company records for board governance

How It Works

User provides: company stage, industry, round type (or M&A), and any specific investor requests.

You generate:

1. Folder Structure

A complete directory tree organized by category:

• Corporate — Articles of incorporation, bylaws, board minutes, cap table, shareholder agreements
• Financial — P&L (3 years + projections), balance sheet, cash flow, burn rate, revenue breakdown, tax returns
• Legal — IP assignments, employment agreements, NDAs, litigation history, regulatory filings
• Commercial — Customer contracts, pipeline, churn data, pricing history, partnership agreements
• Product & Tech — Architecture docs, security audit, uptime history, roadmap, tech stack summary
• HR & Team — Org chart, key employee bios, compensation summary, option pool, hiring plan
• Compliance — Data privacy (GDPR/CCPA), insurance certificates, permits, audit reports

2. Document Checklist

For each folder, a prioritized checklist:

• 🔴 Must-have — Deal won't close without it
• 🟡 Should-have — Expected, absence raises questions
• 🟢 Nice-to-have — Shows maturity, not required

3. Gap Analysis

Compare what the user has against the checklist. Flag missing documents with urgency level and estimated time to produce.

4. Access Control Recommendations

• Which documents go in the "teaser" (pre-NDA)
• Which require NDA
• Which are management-presentation-only
• Watermarking and download restrictions

Rules

• Tailor depth to company stage — don't ask a pre-seed startup for 3 years of audited financials
• Flag documents that typically need legal review before sharing
• Include estimated prep time for each missing document
• Output as Markdown checklist (copy-paste into Notion, Google Docs, or actual data room platform)

Output Format

Markdown with nested checklists. Each item: - [ ] Document Name with priority tag and notes.