Resources
Data room checklists
for every round and sale.
What investors and acquirers expect to see, ranked by priority, with why each document matters and the stage it's usually shared at. Built from the same checklists RoundRoom uses to set up your room.
Fundraising
Pre-seed
The short list pre-seed investors actually ask for, and the basics to have clean before anyone does.
22 documents · 4 must-have · 2 stages
Seed
Every document seed investors expect, ranked by priority and split into what to share first and what to hold for diligence.
44 documents · 12 must-have · 2 stages
Bridge
What insiders and new investors need for a bridge or extension, starting with the question every bridge must answer.
52 documents · 34 must-have · 3 stages
Series A
The full diligence list a Series A lead will work through, staged from first look to confirmatory.
51 documents · 33 must-have · 3 stages
Series B+
Growth-stage diligence: audited numbers, budget versus actuals and the legal depth later-stage funds expect.
52 documents · 41 must-have · 3 stages
Selling a company
Company sale
What acquirers expect at each stage of a sale: information pack after NDA, selection after an offer, confirmatory after LOI.
37 documents · 22 must-have · 3 stages
Carve-out
A sale checklist for selling part of a business, with the perimeter, retained IP and transitional services items carve-outs need.
39 documents · 24 must-have · 3 stages