A structured data room template for deep tech founders preparing for Series A and beyond.
v1.0 - 18 February 2026
Duplicate this page and fill in each section with your company's materials. Alternatively, a classic folder-based data room (e.g. in Google Drive) with the same content is also okay.
When should you have this? This data room is a good-to-have at Series A and a need-to-have at Series B and beyond. Pre-seed founders aren't expected to have all of this, though having it ready never hurts. The more prepared you are, the faster your fundraise closes.
Access Levels: Not all sections should be shared at the same time. Use the tags below to guide what you release when:
🟢 Phase 1 — Standard pre-termsheet DD (shared after initial meeting)
🟡 Phase 2 — Deeper pre-termsheet DD (released on request, often after NDA)
🟠 Post-Termsheet — Full DD after signed term sheet
Write one clear paragraph describing what your company does, the problem you solve, your core technology, your target market, and why now. This should mirror the opening of your pitch deck.
[Your company overview paragraph here]
Pitch Deck: [Upload your latest investor pitch deck here. Keep it to 15-20 slides. One clean, current version.]
Click each section below to access the full template with tables, placeholders, and guidance.
| Section | Access Level | What is Inside |
|---|---|---|
| 1. Team | 🟢/🟡 | Key management bios and LinkedIn, org chart, hiring plan; employee list with salaries (🟡) |
| 2. Market | 🟢/🟡 | TAM/SAM/SOM sizing, third-party studies, GTM strategy; customer references (🟡) |
| 3. Product and Technology | 🟢/🟡 | Core tech description, 10x advantage, roadmap, demo videos; detailed IP filings and trade secrets (🟡) |
| 4. Competition | 🟢 | Competitor clustering, differentiation narrative, landscape maps |
| 5. Commercials | 🟢/🟡 | Business model, KPIs, 24-month plan, financial model; cohorts, pipeline (🟡) |
| 6. Legal | 🟠 | Template contracts, employment agreements, prior round legal docs — shared only after signed term sheet |
| 7. Investment Round Details | 🟢/🟡 | Past rounds, current fundraise, use of proceeds; detailed cap table (🟡) |
| 8. FAQ | 🟢 | Common investor DD questions with prepared answers across all topics |
Version Control: Always upload the latest version. Remove outdated documents.