28% Complete
9 of 32 documents ready
Pitch Deck
View →10-12 slide investor presentation
Executive Summary / One-Pager
View →Single page company overview
Platform Validation Report
View →Third-party or internal validation
Product Demo Video
3-5 minute product walkthrough
Note: Record using Loom or similar
Company Background
Founding story, mission, vision
Financial Projections (5-Year)
View →Revenue, costs, P&L forecast
Current Financial Statements
YTD P&L, balance sheet
Cap Table
Current ownership breakdown
Note: Use Carta, Pulley, or spreadsheet
Bank Statements (6 months)
Showing cash position
Use of Funds Breakdown
How investment will be allocated
Note: Included in pitch deck
Certificate of Incorporation
Delaware C-Corp or equivalent
Bylaws
Corporate bylaws document
Operating Agreement / Shareholders Agreement
If applicable
IP Assignment Agreements
All founders/contractors assigned IP
83(b) Elections
If founders have restricted stock
Terms of Service
Platform terms for users
Note: Template in place
Privacy Policy
GDPR/CCPA compliant
Note: Template in place
Vendor Agreement Template
Standard vendor contract
Note: In platform
Product Roadmap
12-18 month feature plan
Technical Architecture Overview
System design document
Note: Next.js, Supabase, Vercel
Security Overview
Data protection, compliance
Database Schema
ERD or schema documentation
Note: 38 tables in Supabase
API Documentation
If exposing APIs
Founder Bio & Resume
Devante Scott background
Organization Chart
Current team structure
Hiring Plan
Key roles to fill post-funding
Advisors & Board
Advisory board if applicable
Founder References
2-3 professional references
KPI Dashboard / Metrics
Key performance indicators
Note: GMV, vendors, bookings, growth
Cohort Analysis
Retention, LTV by cohort
Customer Testimonials
3-5 vendor/client quotes
Case Studies
Success stories
Press & Media Coverage
Articles, mentions
Market Research
TAM/SAM/SOM analysis
Note: In pitch deck with sources
Competitive Analysis
View →Detailed competitor breakdown
Customer Research / Surveys
User interviews, surveys
1. Use a secure platform: Notion, Google Drive, DocSend, or Dropbox for sharing
2. Organize by folder: Mirror this checklist structure in your data room
3. Name files clearly: Use format like "Picnyk_PitchDeck_v3_Jan2026.pdf"
4. Track access: Use DocSend or similar to see which docs investors view
5. Start early: Don't wait until you have term sheets - legal docs take time
6. Keep updated: Update financials monthly during fundraising