Tools · Tool 02
Data Room Checklist.
The structure that holds up under institutional diligence.
Seven sections, organized the way an analyst opens a data room. Check items off as you build. Your progress is saved locally to this device.
Sources & references
- Y Combinator: Series A Diligence Checklist The canonical YC list of what to expect in Series A diligence. Used by the YC partner team across thousands of portfolio rounds.
- Kruze Consulting: VC Due Diligence Checklist (Pre-Seed to Series B+) Stage-by-stage breakdown from a CPA firm that handles diligence for hundreds of venture-backed companies annually. Maps to the seven sections used here.
- 4Degrees: 2026 VC Due Diligence Checklist VC-side perspective on what diligence covers: financial, market, product, legal, operational, HR, and risk. Useful for understanding the questions analysts run on a founder.
- Underscore VC: What Should Be in a Series A Data Room Practical Series A template from a venture firm, organized by section with example documents.
- NFX: Frameworks Collection for Founders NFX's public collection of founder frameworks including diligence preparation guidance. Worth reading even if you are not raising from them.
Building toward a raise?
The checklist is the floor, not the ceiling.
We install data rooms tied to the live financial model, with reconciliation across deck, model, and cap table. If you are inside an active raise, a short conversation will tell us both whether there is fit.
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