A well-organised data room signals professionalism and builds investor confidence. This checklist outlines the key documents and materials typically expected in an early-stage investment data room.

AgTech Inc. is a fictional social enterprise used to illustrate sample deliverables for fundraising readiness. This list was prepared as part of their capital raise preparation.


πŸ“ Corporate & Legal

πŸ“ Team & Governance

πŸ“ Fundraising & Ownership

πŸ“ Product & Market

πŸ“ Financials

πŸ“ Impact & Strategy

πŸ“ Pitch Materials


Want help getting investor-ready? I support early-stage ventures in organizing professional, investor-facing data rooms.

Let’s work together β†’