Data room index and fundraising checklist
An index of every document the next investor will ask for, with an owner, a status and a link, plus the steps of a raise from defining the round to the first board meeting.
An index for your data room and a plan for the raise itself. Start the checklist about three months before the raise opens; the data room link is usually requested after the first meeting and used all the way through diligence.
What’s inside
- Data room index: six sections, every item with an owner, status, link and date
- Fundraising checklist: the eighteen steps from defining the round to the first board meeting after completion
- Reference list: founder and customer references, with consent recorded
Start here. Set the status of every item on the Data room index and read the completeness figure. Put a date on the first five steps of the checklist, and ask your founder references for consent today.
Every file comes filled in with a worked example for Northlight AI Ltd, a fictional company. Blue cells are yours to overwrite; white cells calculate. Formats show £: for €, change the currency format on the number cells.
