FREE with Founder Bundle

The Investor Data Room
VCs actually open.

8 sections. 20+ templates. Built from a16z, Sequoia, and Bessemer's publicly available due diligence checklists. Every document pre-filled with instructions explaining exactly what investors look for.

Takes ~45 minutes to complete. Signals you've done this before.

Free download available here. Included automatically with Starter Bundle ($189) and Full Bundle ($389).

What's inside the Data Room

Every folder maps to what top-tier VCs check during due diligence.

01

Company Overview

  • Executive Summary (1-pager)
  • Company Fact Sheet
  • Pitch Deck (from your PitchForge deck)
VC insight: Sequoia: investors decide in the first 3 slides. Your exec summary is those slides in prose form.
02

Financials

  • Financial Model (from your PitchForge model)
  • Historical Financials template
  • Cap Table (pre-seed/seed ready)
  • Use of Funds summary
VC insight: a16z requires a working financial model before any partner meeting.
03

Legal

  • Incorporation docs checklist + instructions
  • IP Assignment notes (AI-specific)
  • Term sheets placeholder
VC insight: Bessemer explicitly flags IP assignment as a pre-close blocker for tech companies.
04

Product

  • Product demo video placeholder
  • 12-month product roadmap
  • Tech stack overview (AI-native)
VC insight: a16z technical partners review the stack before every AI infrastructure investment.
05

Market

  • TAM / SAM / SOM analysis (bottom-up methodology)
  • Competitive landscape matrix
VC insight: Sequoia: TAM should be bottom-up, not top-down. '$X billion market' claims without methodology get dismissed.
06

Team

  • Founder bios (short + extended)
  • Org chart (current + 12-month plan)
  • Key hire plan with sourcing strategy
VC insight: YC and a16z: at pre-seed/seed, the team IS the thesis.
07

Traction

  • KPI dashboard (MRR, NRR, CAC, LTV, churn)
  • Customer testimonials + reference list
  • Press & media coverage
VC insight: Bessemer's 'Laws of Cloud' define the KPIs every SaaS investor benchmarks against.
08

Investor Updates

  • Monthly investor update (Sequoia-style)
  • Board deck template (quarterly)
VC insight: Sequoia: founders who send consistent updates get better intros, more follow-on, warmer references.

From download to investor-ready in 45 minutes

1

Download the template

One ZIP file. 8 folders. 20+ documents — all with placeholder copy and VC instructions pre-filled.

2

Open in Google Drive or Notion

Upload the folder structure, or copy content into Notion. Each document explains what investors look for in that section.

3

Replace placeholders with your data

Your PitchForge pitch deck goes in 01_Company_Overview. Your financial model goes in 02_Financials. Everything else takes ~40 minutes.

4

Share with investors

Set permissions to 'View only.' Create a unique link per firm. VCs open the folder, find everything they need, and move faster.

Built from real VC checklists

a16z

Requires a working financial model before any partner meeting. Technical partners review every AI company's architecture.

Sequoia

Uses a proprietary investor update format (included here). TAM must be calculated bottom-up, not cited from Gartner.

Bessemer

Checks IP assignment explicitly as a pre-close blocker. 'Laws of Cloud' defines KPI benchmarks for every SaaS investment.

$500+ value — yours free

Get the full Founder Bundle

Pitch Deck + Financial Model + Data Room. Everything you need to raise your pre-seed or seed round from top-tier VCs.

Both bundles include: AI Pitch Deck + Financial Model + this Data Room template