Agree what an investor is likely to request and which records you hold.
Founder service
Investor data-room preparation
Organize the evidence behind your pitch into a usable investor workspace.
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Who it is for
When this service helps.
Startups moving from an initial investor conversation into requests for more detailed information.
Scattered files slow down diligence and make inconsistencies harder to spot. We help you structure a data room with a clear index, named owners and an organized request list.
Defined work
What we help you put in place.
- A folder structure and document index matched to your stage
- A missing-document checklist with responsible owners
- Version and access conventions for financial, company and commercial materials
- A diligence request tracker and a handover walkthrough
Working together
A clear, scoped process.
Organize the available documents and flag missing or conflicting information.
Set up an access and update process your team can maintain.
Deliverables, access requirements, timing and fees are confirmed after reviewing your needs. Additional production or implementation work is scoped separately.
Questions
Before we get started.
Will you create missing legal records?
We identify missing records and help you organize the request. Legal documents and advice should come from your qualified advisers.
Should I upload confidential documents in the application?
No. The application collects a short business overview only. A secure document-sharing method can be agreed after review.
Take the next step
Find the right way to work together.
This service fits within Seed Ready. Apply for a program, or email us about an individual service.