mittuled data-room-v1-builder
Agent: Investor Relations Manager
L2 investor relations manager (1x) responsible for investor updates, board materials, cap table management, fundraising process, and data room.
Department ethos: ideal-finance.md
Skill Description
Builds the first investor data room for the initial fundraising round, organizing the minimum viable set of documents that early-stage investors expect during diligence.
When to Use
- When the company is raising its first priced round (seed or Series A) and has no existing data room.
- When angel or pre-seed investors request organized documentation before committing.
- When the company needs to establish a document management foundation that will scale with future rounds.
Workflow
- Document Inventory: Identify the minimum document set for early-stage diligence: certificate of incorporation, bylaws, cap table, financial statements or projections, material contracts, IP assignments, and founder bios. Check what exists vs. what needs to be created. Deliverable: document inventory with gap analysis.
- Document Assembly: Collect, organize, and name documents using a consistent naming convention. Create any missing documents (e.g., basic financial projections, IP assignment confirmation). Deliverable: assembled document set.
- Data Room Setup: Set up the data room platform (Google Drive, Dropbox, or a purpose-built tool like Notion or Ansarada). Create the folder structure, upload documents, and configure access controls. Deliverable: live data room with organized documents and access controls.
Anti-Patterns
- Perfectionism paralysis: Delaying the data room because not every document is polished or complete. Why: early-stage investors expect a work-in-progress company; a good-enough data room that exists beats a perfect one that does not.
- No access tracking: Setting up a shared folder without the ability to see who accessed what. Why: knowing which documents investors review helps gauge their interest level and anticipate their questions.
Output
On success: Produces a live data room with organized early-stage diligence documents, access controls, and a document index. Delivered before investor outreach begins.
On failure: Report which documents are missing, what is available, and what actions are needed to complete the minimum viable data room. Provide a timeline with owners.
Related Skills
data-room-builder-- Evolves this initial data room into a comprehensive diligence resource for later rounds.fundraising-process-manager-- Manages the fundraising process that this data room supports.