Post-Pitch Due Diligence Prep with Organized Data Room
Organizes all documentation needed for investor due diligence process.
Prepare a complete, professional data room that accelerates due diligence, demonstrates operational maturity, and reduces time between investor interest and round close.
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Prompt objective
Prepare a complete, professional data room that accelerates due diligence, demonstrates operational maturity, and reduces time between investor interest and round close.
Real use case
After pitching to AnjosBrasil, GreenLog (sustainable logistics with electric vehicles) received 4 term sheets. Three investors requested data room access for due diligence. The founder has 15 days to organize all documentation and not lose momentum on the R$ 2 million seed round.
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Prompt
Build a complete data room for [STARTUP NAME]'s due diligence, raising $[AMOUNT] in [STAGE] round from [NUMBER] investors.\\\\\\\\n\\\\\\\\n**Context:**\\\\\\\\n- Business registration type: [SOLE PROPRIETOR/LLC/CORP]\\\\\\\\n- Time operating: [MONTHS/YEARS]\\\\\\\\n- Current revenue: $[AMOUNT]/month\\\\\\\\n- Number of customers: [NUMBER]\\\\\\\\n- Team: [NUMBER] people ([FULL-TIME/CONTRACTORS/MIX])\\\\\\\\n\\\\\\\\n**1) Data Room Folder Structure:**\\\\\\\\n\\\\\\\\n📁 **01-Corporate**\\\\\\\\n- Articles of incorporation / bylaws\\\\\\\\n- Meeting minutes\\\\\\\\n- Shareholder cap table\\\\\\\\n- Shareholder agreements\\\\\\\\n- Vesting schedules for founders and key employees\\\\\\\\n- Tax clearance certificates (federal, state, municipal, labor)\\\\\\\\n\\\\\\\\n📁 **02-Financial**\\\\\\\\n- Income statements for last [MONTHS] months\\\\\\\\n- 18-month cash flow projection\\\\\\\\n- Balance sheet\\\\\\\\n- Issued invoices (summary)\\\\\\\\n- Customer contracts (top 10 by revenue)\\\\\\\\n- Detailed unit economics (CAC, LTV, Payback, Gross Margin)\\\\\\\\n\\\\\\\\n📁 **03-Legal**\\\\\\\\n- Terms of service and privacy policy (LGPD compliant—Brazil's data protection law)\\\\\\\\n- Employment/service contracts\\\\\\\\n- Trademark registration (INPI—Brazilian trademark office)\\\\\\\\n- Intellectual property (patents, software, domains)\\\\\\\\n- Litigation records (or declaration of none)\\\\\\\\n\\\\\\\\n📁 **04-Product/Technology**\\\\\\\\n- Technical architecture documentation\\\\\\\\n- Product metrics (DAU, MAU, retention, NPS)\\\\\\\\n- 6-12 month product roadmap\\\\\\\\n- Tech stack\\\\\\\\n- Information security policy\\\\\\\\n\\\\\\\\n📁 **05-Operations**\\\\\\\\n- Organizational chart\\\\\\\\n- Hiring plan (next 12 months)\\\\\\\\n- Operational KPIs\\\\\\\\n- Documented processes\\\\\\\\n\\\\\\\\n📁 **06-Market**\\\\\\\\n- Market analysis (updated TAM/SAM/SOM)\\\\\\\\n- Competitive analysis\\\\\\\\n- Customer satisfaction surveys\\\\\\\\n\\\\\\\\n📁 **07-Round**\\\\\\\\n- Updated pitch deck\\\\\\\\n- Financial model (interactive spreadsheet)\\\\\\\\n- Proposed term sheet\\\\\\\\n- Detailed use of funds\\\\\\\\n- Scenarios: base, optimistic, conservative\\\\\\\\n\\\\\\\\n**2) Preparation Checklist:**\\\\\\\\n- [ ] Required documents (list with status)\\\\\\\\n- [ ] Recommended documents\\\\\\\\n- [ ] Red flags to resolve BEFORE opening data room\\\\\\\\n\\\\\\\\n**3) Recommended Tools:**\\\\\\\\n- Data room: [Google Drive organized / Notion / DocSend / Dealroom]\\\\\\\\n- Access control: who viewed what, when\\\\\\\\n- Document expiration tracking\\\\\\\\n\\\\\\\\n**4) Due Diligence Timeline:**\\\\\\\\n- Week 1: basic documentation\\\\\\\\n- Week 2: deep financial analysis\\\\\\\\n- Week 3: legal review\\\\\\\\n- Week 4: final negotiation and closing\\\\\\\\n\\\\\\\\n**5) Common Investor Questions:**\\\\\\\\n- 15 common DD questions with sample answers\\\\\\\\n- How to respond about risks transparently
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