# Seed data room checklist

A checklist of the documents a seed-stage company usually organizes before investor due diligence, grouped by folder, with an owner and status for each.

> **How to use this.** Create one folder per section, mark each item present, missing or not applicable, and name an owner. Update it before you share access with anyone.

## How to use this checklist

A data room is a controlled, organized set of documents shared during due diligence. Use this list to find gaps early. Which items an investor asks for varies, so treat it as a starting point and confirm requirements with your own counsel and accountant.

Status key: **P** present, **M** missing, **N** not applicable.

## 1. Company

| Item | Status | Owner | Notes |
|---|---|---|---|
| Certificate of incorporation and amendments | | | |
| Bylaws or operating agreement | | | |
| Capitalisation table, current | | | |
| Founder and officer list | | | |
| Board and stockholder approvals | | | |

## 2. Financing history

| Item | Status | Owner | Notes |
|---|---|---|---|
| Signed financing agreements and side letters | | | |
| Summary of outstanding convertible instruments | | | |
| Option plan and grants | | | |

## 3. Product and technology

| Item | Status | Owner | Notes |
|---|---|---|---|
| Product overview and roadmap | | | |
| Architecture summary | | | |
| List of third-party and open-source components with licenses | | | |
| Security baseline summary | | | |
| Accessibility statement | | | |

## 4. Customers and market

| Item | Status | Owner | Notes |
|---|---|---|---|
| Customer discovery summary | | | |
| Pilot or customer agreements | | | |
| Pipeline summary with stage definitions | | | |
| Competitor and alternatives summary | | | |

## 5. Financial

| Item | Status | Owner | Notes |
|---|---|---|---|
| Financial statements or management accounts | | | |
| Budget and forecast with stated assumptions | | | |
| Metric definitions (for example MRR, churn) | | | |
| Tax filings and registrations | | | |

## 6. People

| Item | Status | Owner | Notes |
|---|---|---|---|
| Employment and contractor agreements | | | |
| Intellectual property assignment agreements | | | |
| Confidentiality agreements | | | |
| Policies in force | | | |

## 7. Legal and compliance

| Item | Status | Owner | Notes |
|---|---|---|---|
| Intellectual property filings | | | |
| Material contracts | | | |
| Privacy notice and data processing agreements | | | |
| Disputes or claims, if any | | | |

## Before you share access

- [ ] Every file has a clear name and date.
- [ ] Sensitive files are restricted to the people who need them.
- [ ] Someone other than the author has checked the cap table against the signed documents.
- [ ] A log of who accessed what is available.
- [ ] Counsel has reviewed what you are disclosing.

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World Enterprise, https://worldenterprise.org/. Last updated 2026-10-06.