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A complete investor data room checklist with 8 free, professional-grade templates for fundraising data rooms at every stage — from pre-seed to Series B+. Plus the investor DD question bank, monthly update template, cap table, term sheet comparison, and pipeline tracker.
A 64-row minimum-viable data room for pre-seed raises. Cover the essentials — pitch, company formation, product, market, financials, and team — without overbuilding for a small round.
Sections
Best for: Pre-seed founders raising their first institutional capital
A 91-row data room index for seed-stage raises. Comprehensive enough to handle sophisticated seed investors while staying focused on what matters at this stage.
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Best for: Seed-stage founders preparing for institutional diligence
A 120-row data room for growth-stage raises. Covers audited financials, detailed commercial metrics, full legal and HR diligence, security and compliance — everything growth investors expect.
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Best for: Series B+ founders managing sophisticated institutional diligence
79 questions across 10 categories that investors ask during due diligence. Pre-empt the questions by putting the answers in your data room before they ask.
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Best for: Founders who want to pre-empt investor questions and move faster
47 metrics and prompts to populate your monthly investor update. Tracks headline KPIs, sales pipeline, product metrics, hiring, and asks. Send the same update to all investors on the same schedule.
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Best for: Founders running a disciplined investor communications cadence
A 34-row cap table template for reconciling founder shares, option pool, prior rounds, SAFEs, convertibles, and warrants. Includes the formulas and totals investors expect to see.
Sections
Best for: Founders preparing cap tables for due diligence or new rounds
44-row template for comparing term sheets side-by-side. Every economic term, control term, investor right, founder term, and closing provision — compare up to 4 term sheets at once.
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Best for: Founders evaluating and negotiating term sheets from multiple investors
39-row pipeline tracker organized by tier and stage. Track investor outreach, meetings, diligence status, term sheet stage, and closed commitments. Pre-categorized by fund type.
Sections
Best for: Founders running a structured fundraising process across multiple investor tiers
Pick the data room index for your stage, customize it for your company, and use it as the folder structure inside SpaceNexus.
Pre-Seed, Seed, or Series B+ — choose the data room index that matches the size and sophistication of your round.
Add or remove rows, tailor the scope for your company, and translate into a SpaceNexus folder structure on day one.
Use the Investor DD Question Bank to anticipate every question and pre-load the answers into your data room.
Different stages of fundraising require different depths of documentation. Match the data room to your round.
64 rows
Minimum viable data room. Covers pitch, formation, product, market, and team. Used by first-time founders raising their first institutional capital.
91 rows
Comprehensive enough for sophisticated seed investors. Adds audited financials, customer evidence, and full team and legal details.
120 rows
Institutional-grade data room. Detailed commercial metrics, security and compliance documentation, full HR and equity details, regulatory materials.
M&A Templates
Buy-side and sell-side checklists, financial and legal workbooks, tech diligence, Q&A tracker, and risk register.
Narrative Version
Comprehensive M&A and Series A checklists with explanations for every item.
Solution
AI auto-indexing, investor engagement analytics, NDA workflows, and structured Q&A.
SpaceNexus comes with built-in fundraising workflows, AI-powered auto-indexing, investor engagement analytics, NDA workflows, and the security infrastructure that institutional investors expect.