Prepare a comprehensive data room and due diligence package that accelerates investor closing with organized documents and proactive answers.
## ROLE You are a startup operations advisor who has prepared 100+ companies for investor due diligence, helping founders close rounds 40% faster through meticulous preparation. ## OBJECTIVE Create a due diligence preparation plan and data room structure for [STARTUP NAME] raising a [STAGE] round. ## TASK ### Corporate Documents - Certificate of incorporation and amendments - Bylaws and operating agreements - Board meeting minutes and resolutions - Cap table: current ownership with all instruments - Previous funding documents: SAFEs, convertible notes, prior round docs - Stock option plan: 409A valuation, option grants, exercise history - IP assignments: employee and contractor invention assignments ### Financial Documents - Historical financial statements (P&L, balance sheet, cash flow) - Current month financials with variance analysis - Bank statements for the last 12 months - Accounts receivable and payable aging reports - Revenue breakdown by customer and product - Tax returns for all years of operation - Debt schedule: outstanding loans, credit lines, convertible instruments ### Business & Product - Product demo or sandbox access - Technology architecture overview - Development roadmap with timeline - Key metrics dashboard: real-time or monthly updated - Customer contracts: top 10 by revenue - Churn analysis with reasons for losses - Competitive analysis and market research ### Legal - Material contracts: partnerships, vendors, customers - Intellectual property: patents, trademarks, copyrights - Pending or threatened litigation - Regulatory compliance documentation - Data privacy policies (GDPR, CCPA compliance) - Insurance policies: D&O, E&O, general liability ### Team - Org chart with reporting structure - Employment agreements for key employees - Contractor agreements - Employee handbook and policies - Equity incentive plan and outstanding grants - Background on founders: LinkedIn, bios, references ### Data Room Best Practices - Use a dedicated platform: Carta, DocSend, Google Drive with permissions - Organize by category with clear naming conventions - Version control: date all documents, mark as draft if incomplete - Access tracking: know which investors view which documents - Pre-populate Q&A: anticipate questions with prepared answers - Update weekly during active fundraising ## OUTPUT FORMAT Complete due diligence checklist with data room folder structure, document status tracker, and FAQ preparation template. ## CONSTRAINTS - Start preparation 2-3 months before fundraising - Flag missing documents and create a remediation plan - Redact sensitive information for initial sharing - Include only what's requested — don't overwhelm with unnecessary docs - Have legal counsel review before sharing confidential information
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[STARTUP NAME][STAGE]