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Data Room Checklist

Data Room Checklist

Free
5.0

A free Google Doc or Notion Page template and checklist to help emerging venture capital managers provide a data room to prospective investors with materials that explain what they are doing, fulfill the needs of the diligent LP, and organize things for an easier process.

Input a Price: $10 suggested, but "0" is ok! All donations appreciated.
Copy to Google Docs™ and Notion™

Highlights

VC firms, large and small, have to provide a data room to prospective investors with materials that explain what they are doing, fulfill the needs of the diligent LP, and organize things for an easier process.

This tool by Graph Advisors is a free Google Doc or Notion Page template and checklist to help VCs and emerging managers organize the information, story, and details in a way that fits your narrative and gives the investors what they need to do their diligence.

Support

This tool is provided by Graph Advisors, a firm that provides services and tools to help venture capital funds and allocators develop operational excellence. Questions, support, and more, contact Graph Advisors.

Screenshots

Data Room Checklist screenshot

Data Room Checklist screenshot

Author

Graph Advisors

We save investors and allocators time, headache, and money so they can focus on what they do best.

We're here to serve GPs and funds building enduring firms. Our services and tools are built to empower you and your team.

Learn more

Our team has led and delivered large-scale capital allocation accelerators, software, design and projects in multiple startups and high-growth environments like On Deck, Expa, Union Square Ventures, J.P. Morgan, and Antler.

More details at Graph Advisors