Data Room Checklist

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VC firms, large and small, have to provide a data room to prospective investors with materials that explain what they are doing, fulfill the needs of the diligent LP, and organize things for an easier process. There are many ways to organize and fulfill the needs of these Limited Partners, and through our work and successful fundraising for firms.

What are you getting?

Here is an overview that walks you there what is included and why:



The goal is to organize the information, story, and details in a way that fits your narrative and gives the investors what they need to do their diligence.



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A free Google Doc or Notion Page template and checklist for Data Rooms for VCs and Emerging Managers

Fund I Data Room Checklist
Perfect for Emerging Managers
Fund II+ Data Room Checklist
Perfect for VCs speaking with endowments and institutions
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Data Room Checklist

4 ratings
I want this!