Checklist
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.
Start a readiness review
Tell WE where the company stands. WE replies to arrange a conversation and a written read of your company's timeline.
A short PDF of the charts and sources, sent by email to the address you give.
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