Investor Data Room Guide & Templates for Founders

Most founders hear “send your data room” and panic.
They either overshare too early or scramble to pull files last-minute — and end up losing investor momentum.

So we built the Founder Data Room Setup Guide & Template — with everything investors expect, organized exactly how they want it.

What’s Inside?

• How to structure your data room in two stages
• What to include before and after a term sheet
• Templates for pitch decks, traction docs, financial modelling cap tables, IP, and legal files
• Investor-tested best practices (and mistakes to avoid)
• Guidance on what not to share too early

Why Choose This Template?

✔️ Built by Founders & VCs – Based on real fundraising experience
✔️ Saves Time – Skip the chaos. Stay prepared.
✔️ Investor-Friendly – Organized in the way investors review deals
✔️ Budget Smart – No fancy software. Just Notion or Google Drive.

Stop fumbling through folders. Use this template and be ready to share your data room in minutes — not weeks.

Got a question? Just shoot me an email.