Fundraise ready
11 of 14 documents readyData room
1Financial model
1/1- Financial modelBuilt from Runway scenarios, updated nightly
2KPI summary
2/2- KPI summaryMRR, burn, runway, retention at a glance
- Verified metrics pack24 months from Stripe and Mercury
3Sales data
1/1- Pipeline and closed dealsFrom Salesforce
4Stakeholder communications
1/2- Investor updatesEvery update sent since the seed, 16 months
- Customer contracts (top 10)Upload or link a folder
5Term sheet
0/1- Term sheetUpload once a lead investor sends one
6Market size (TAM)
1/1- TAM, SAM and SOMWith sources
7Legal documents
2/3- Cap tableExported from Carta, 12 Oct
- Incorporation documentsCertificate, articles
- Board minutesLast 12 months
8FAQ page
1/1- Investor FAQAnswers to the questions investors ask most
9One-pager
2/2- One-pagerv3, 28 Oct
- Pitch deckv7, 28 Oct