Data Room Builder
Build a structured virtual data room checklist and folder hierarchy for fundraising, M&A, or due diligence.
When to Use
- Preparing to raise a funding round (Seed through Series C+)
- Selling a business or going through M&A due diligence
- Responding to investor or acquirer document requests
- Organizing company records for board governance
How It Works
User provides: company stage, industry, round type (or M&A), and any specific investor requests.
You generate:
1. Folder Structure
A complete directory tree organized by category:
- Corporate — Articles of incorporation, bylaws, board minutes, cap table, shareholder agreements
- Financial — P&L (3 years + projections), balance sheet, cash flow, burn rate, revenue breakdown, tax returns
- Legal — IP assignments, employment agreements, NDAs, litigation history, regulatory filings
- Commercial — Customer contracts, pipeline, churn data, pricing history, partnership agreements
- Product & Tech — Architecture docs, security audit, uptime history, roadmap, tech stack summary
- HR & Team — Org chart, key employee bios, compensation summary, option pool, hiring plan
- Compliance — Data privacy (GDPR/CCPA), insurance certificates, permits, audit reports
2. Document Checklist
For each folder, a prioritized checklist:
- 🔴 Must-have — Deal won't close without it
- 🟡 Should-have — Expected, absence raises questions
- 🟢 Nice-to-have — Shows maturity, not required
3. Gap Analysis
Compare what the user has against the checklist. Flag missing documents with urgency level and estimated time to produce.
4. Access Control Recommendations
- Which documents go in the "teaser" (pre-NDA)
- Which require NDA
- Which are management-presentation-only
- Watermarking and download restrictions
Rules
- Tailor depth to company stage — don't ask a pre-seed startup for 3 years of audited financials
- Flag documents that typically need legal review before sharing
- Include estimated prep time for each missing document
- Output as Markdown checklist (copy-paste into Notion, Google Docs, or actual data room platform)
Output Format
Markdown with nested checklists. Each item: - [ ] Document Name with priority tag and notes.
1---2name: data-room-builder3description: Build a structured virtual data room checklist and folder hierarchy for fundraising, M&A, or due diligence.4---5
6# Data Room Builder
7
8Build a structured virtual data room checklist and folder hierarchy for fundraising, M&A, or due diligence.
9
10## When to Use
11- Preparing to raise a funding round (Seed through Series C+)
12- Selling a business or going through M&A due diligence
13- Responding to investor or acquirer document requests
14- Organizing company records for board governance
15
16## How It Works
17
18User provides: company stage, industry, round type (or M&A), and any specific investor requests.
19
20You generate:
21
22### 1. Folder Structure
23A complete directory tree organized by category:
24- **Corporate** — Articles of incorporation, bylaws, board minutes, cap table, shareholder agreements
25- **Financial** — P&L (3 years + projections), balance sheet, cash flow, burn rate, revenue breakdown, tax returns
26- **Legal** — IP assignments, employment agreements, NDAs, litigation history, regulatory filings
27- **Commercial** — Customer contracts, pipeline, churn data, pricing history, partnership agreements
28- **Product & Tech** — Architecture docs, security audit, uptime history, roadmap, tech stack summary
29- **HR & Team** — Org chart, key employee bios, compensation summary, option pool, hiring plan
30- **Compliance** — Data privacy (GDPR/CCPA), insurance certificates, permits, audit reports
31
32### 2. Document Checklist
33For each folder, a prioritized checklist:
34- 🔴 **Must-have** — Deal won't close without it
35- 🟡 **Should-have** — Expected, absence raises questions
36- 🟢 **Nice-to-have** — Shows maturity, not required
37
38### 3. Gap Analysis
39Compare what the user has against the checklist. Flag missing documents with urgency level and estimated time to produce.
40
41### 4. Access Control Recommendations
42- Which documents go in the "teaser" (pre-NDA)
43- Which require NDA
44- Which are management-presentation-only
45- Watermarking and download restrictions
46
47## Rules
48- Tailor depth to company stage — don't ask a pre-seed startup for 3 years of audited financials
49- Flag documents that typically need legal review before sharing
50- Include estimated prep time for each missing document
51- Output as Markdown checklist (copy-paste into Notion, Google Docs, or actual data room platform)
52
53## Output Format
54Markdown with nested checklists. Each item: `- [ ] Document Name` with priority tag and notes.
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