Guides founders to organize due diligence materials for investor fundraising rounds.
---
name: data-room
description: When the user wants to prepare a due diligence data room for fundraising, or when an investor has requested additional materials after a pitch. Also activates for "data room", "due diligence", "DD checklist", or "what documents do investors need?".
related: [pitch-deck, investor-research]
reads: [startup-context]
---
# Data Room
## When to Use
- The founder is mid-fundraise and investors are requesting due diligence materials.
- The founder wants to proactively prepare a data room before starting outreach.
- The founder received a term sheet and needs to prepare for confirmatory due diligence.
## Context Required
From `startup-context`: stage, legal entity type, founding date, team composition, fundraising history, cap table basics, revenue/metrics, and any existing legal or financial documents.
From the user: current round stage (pre-term sheet vs. post-term sheet), which investor is requesting materials, and any specific document requests received.
## Workflow
1. **Read startup context** - Pull company details from `.agents/startup-context.md` to understand stage, entity type, and what documents should already exist.
2. **Assess the DD stage** - Determine if this is proactive prep (pre-pitch), initial DD (post-first meeting), or confirmatory DD (post-term sheet). The scope differs significantly.… load the full skill through Skill Me