Data Room Management

Structured, investor-ready data rooms that pass due diligence first time.

Due Diligence Ready

Data Rooms That Close Deals

Investors judge your operational maturity by your data room before they judge your numbers. A disorganised data room signals a disorganised company. We build clean, logical, comprehensive data rooms that make due diligence frictionless.

Every data room follows our standardised folder taxonomy refined across hundreds of capital raises. Documents are named consistently, version-controlled, and structured so investors can find what they need in seconds.

What We Set Up

  • Standardised folder structure (15-20 sections)
  • Document naming conventions and version control
  • Financial model, deck, and valuation integration
  • Corporate documents (articles, shareholder agreements, cap table)
  • Legal and compliance documentation
  • Customer and revenue evidence
  • Team CVs and org charts
  • Permissions and access management

Standard Data Room Structure

  • 01 - Executive Summary - Investment teaser and overview
  • 02 - Financial Model - Latest model and assumptions
  • 03 - Pitch Deck - Investor presentation
  • 04 - Valuation - Valuation report and methodology
  • 05 - Corporate - Registration, articles, shareholders
  • 06 - Legal - Contracts, IP, compliance
  • 07 - Financial Statements - Historicals and audits
  • 08 - Cap Table - Current and pro-forma
  • 09 - Team - CVs, org chart, advisory board
  • 10 - Market - Research, TAM analysis, competitors

Platforms We Work With

Google Drive, Notion, DocSend, Dropbox, or dedicated VDR platforms (Datasite, Ansarada, DealRoom). We set up where your investors prefer to access.

Packages

Data Room Pricing

From setup-only to fully managed and maintained.

Setup
$1,500 - $2,500
One-time data room build with structure and document organisation.
  • Folder structure and taxonomy
  • Document naming conventions
  • Existing document organisation
  • Checklist of missing items
  • Access permissions setup
  • Delivery: 1 week
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Full Build
$2,500 - $4,000
Complete data room with document drafting and gap-filling.
  • Everything in Setup
  • Executive summary drafting
  • Cap table formatting
  • Team bios and org chart
  • Document gap analysis and drafting
  • 2 revision rounds
  • Delivery: 2-3 weeks
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Managed
$1,000 /month
Ongoing data room maintenance during an active raise.
  • Full Build included
  • Weekly document updates
  • Version control management
  • Investor access tracking
  • Q&A log management
  • Monthly reporting on engagement
  • 3-month minimum
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Due Diligence Doesn't Have to Be Painful

We structure everything before investors ask.

You walk in prepared.

Common Questions

Frequently Asked Questions

What platform do you use for data rooms?

We're platform-agnostic — Google Drive, DocSend, Notion, or dedicated VDR platforms. We recommend based on your raise size and investor expectations.

What documents should be in a data room?

Typically 30-50 documents across categories: corporate, financial, legal, product, team, and market. We provide a complete checklist and help you source everything.

How long does it take to set up?

1-2 weeks if you have most documents ready. We handle the organising, formatting, and quality control.

Do investors actually look at the data room?

Yes — especially during due diligence. A well-organised data room signals professionalism and accelerates the process. A messy one kills deals.

Need a Data Room?

Most data rooms take less than a week to set up. Book a call and we will scope yours.

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