data-room-builder

# 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.