Data room checklist
Everything a seed data room is expected to hold, grouped by area, as a list you can keep.
Checklist
Templates
Diligence and closing
Data rooms, due diligence timelines, and what happens between a term sheet and money in the bank.
Templates
Data room folder structure
A folder tree you can copy straight into Drive, named the way diligence expects to find it.
Copyable template
Closing checklist
What has to happen between a signed term sheet and money actually landing in the account.
Checklist
Post-close to-do list
The filings, updates, and housekeeping that follow a close, before they turn into next year's problem.
Checklist
Advisor agreement
A starting point for putting an informal advisor relationship in writing, before a lawyer papers it.
Copyable template
NDA template, and why investors will not sign one
Where an NDA actually belongs in a raise, where asking for one works against you, and a draft for the first case.
Copyable template
The reading for this topic
Diligence and closing in the learning library
The articles these templates are drawn from, and the thinking behind the choices each one asks you to make.
From the publication
Read The Raise Memo
A note for founders raising capital—what investors notice, how conviction gets built, and what to do next.
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