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ResourceChecklist
The founder data-room checklist
Everything investors expect to find in your data room — organized, current, and shareable.
A clean data room signals that you run a tight company. Use this checklist to make sure yours is complete before you share it.
The deck & narrative
- Current pitch deck
- One-line and one-paragraph descriptions
- Mission and vision
Financials
- Historical financials and current metrics (ARR, MRR, burn, runway)
- Financial model / projections
- Cap table with SAFEs and rounds
Team & legals
- Founder and key-team bios
- Incorporation documents
- Key contracts and IP
Traction
- Customer / user metrics
- Case studies or references
- Product roadmap
Keep every section current and share it on a secure link protected by a mutual NDA — with control over who sees what.
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