Build your diligence checklist

Your Data Room is what investors see in diligence. It starts with a checklist of what they'll ask for.

Two ways to start

• Starter items — a standard set that suits most companies.
• Generate AI checklist — items built from your company profile. A healthcare company gets items like Certificate of Need status and a HIPAA-compliant data security plan. A SaaS company gets different ones.

Checklist items are grouped by category: Company, Pitch, Financials, Legal, Traction, Team, and Fundraising. Each is marked Required or Needed and carries a short description of what investors expect.

Fill an item by uploading a file into it. The item flips from Needed to Shared, and your readiness percentage rises. Use Add item for anything specific to your company.

Regenerate the AI checklist if you change your industry, or the items will still reflect your old profile.