Free tool · Fundraising

Data room checklist for your deal.

Pick your deal, from a seed round to a property sale, and get the folder index investors and buyers expect.

A lean room for angels and seed funds: the deck and the essentials. Tick each folder you already have documents for.

Seed round
0 of 6 folders ready

Create this room in TalkOctopus and the numbered folders are laid out for you, ready for your files. Free to start.

Create this data room free

Free, no sign-up. It runs in your browser: nothing you type is stored or sent.

Questions

Anything else? Talk to the founder directly.

What should be in a seed round data room?

The deck, a financial model, the cap table, incorporation documents, key contracts, and a short team and product section. Keep it small and current.

How should a data room be organised?

In numbered folders (1, 1.1, 1.2) so everyone can point to the same document. Group by topic: corporate, financial, legal, commercial, team.

What does an M&A data room need?

Corporate records, three years of financials, material contracts, litigation, employees, IP, tax and property, each in its own folder.

Can I create the room from this checklist?

Yes. Create the data room in TalkOctopus and the same numbered folders are set up for you, ready for your files.

Create this data room in one click.

The folders are laid out for you. Share it with each party and see what they read.