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All skills
Productivity

Prepare a data room

Everything diligence will ask for, sectioned, with why each item matters.

Fill it in

How deep it will go.

It changes the corporate section.

Your prompt

Build a Seed data-room checklist.

Incorporated in [your where you are incorporated], so use the corporate documents that applies.
Section it the way diligence reads it: corporate, financials, legal, product and
IP, team, customers. Under each item say in one line WHY it is asked for, because
that is what tells a founder whether the thing they have is the thing that was
requested.

Flag the items that take weeks rather than hours: assignment of IP from early
contractors, a clean cap table, and signed customer contracts. Those are the ones
that delay a close, and finding them missing on day one costs nothing while
finding them missing in week three costs the round.
Use Prepare a data roomOpens with everything above already filled in.

Why this works

The items that delay a close are the ones that take weeks, not hours: IP assignment from early contractors, a clean cap table, signed contracts. This flags those first, and says under each item why it is being asked for, which is what tells you whether what you have is what they want.

More productivity skills

  • Document to slides
  • Meeting notes

Use it now in a chat in 1 click

Use Prepare a data room
Turn this into tasks
  • Weekly review
  • Decision brief
  • Build an investor deck