Data Room Readiness
Track your due diligence preparation
Data Room Readiness
DD materials and access
Not tracked
Track your due diligence readiness
Set up a checklist to see which critical requirements you still need
Recommended for Series A
Series A Standard
60 requirements
Comprehensive checklist covering legal, finance, product, and operations.
15 critical
22 important
23 nice-to-have
Seed
26 items
Series B+
48 items
Pre-Seed
15 items
Populating Checklist
Cap table spreadsheet
critical
Operating Agreements
critical
Historical financial statements
critical
409A Valuation
critical
Product Roadmap
critical
Employment Agreements
critical
+ 54 more requirements across 8 categories
Data Room Readiness
DD materials and access
Building
Critical requirements
5/15
Active viewers this week
2
Readiness score
34%
Missing critical requirements
Cap table spreadsheet
409A Valuation
Employment Agreements
IT Security
Data Room Readiness
DD materials and access
Strong
Critical requirements
15/15
Active viewers this week
8
Most viewed
Financial Model
Sequoia spent 14 min on your cap table yesterday. They may request a follow-up on option pool allocation.
Empty State