Data Room Builder

Demo

Click to play with sound.

---
name: data-room-builder
description: Use when a founder needs to prepare materials for investor due diligence. Triggers on "set up a data room", "what goes in a data room", "diligence checklist", "prepare for due diligence", "investors asked for our data room". Builds the organized, staged room that makes diligence fast and confidence-building.
---

# Data Room Builder

The data room is where momentum goes to die or to accelerate. A messy,
slow-to-assemble room signals an undisciplined company and gives a wavering
investor a reason to drift. A clean, staged room signals "this founder runs a
tight ship" and shortens the path to wired funds.

## When to use this skill

Build it during [[fundraise-readiness-audit]] (you should be able to produce it
in days), and stage it for sharing once a term sheet is near. Confirmatory
diligence runs against it; see [[fundraise-closing-mechanics]].

## Structure the room in tiers

Share progressively — not everything goes out on the first call.

### Tier 1 — shared early (builds confidence)
- Pitch deck and the one-page narrative memo.
- Key metrics dashboard with definitions (so numbers are not disputed later).… install to load the full skill