Investor Data Room

70% Complete

23 of 33 documents ready

23 Ready

2 Draft

8 Needed

Priority Items for Closing

Required Before Signing:

Certificate of Incorporation (Delaware C-Corp)
IP Assignment Agreement
Cap Table (simple - 100% founder)

Nice to Have:

Product Demo Video (Loom)
Founder Resume/Bio
Early User Testimonials

Company Overview3/5 ready

Pitch Deck

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13-slide investor presentation

Executive Summary / One-Pager

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Single page company overview

Pitch Script

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5-minute investor pitch script

Product Demo Video

3-5 minute product walkthrough

Note: Record using Loom

Company Background

Founding story, mission, vision

Financial Documents4/5 ready

Financial Projections (18-Month)

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Revenue, costs, ARR forecast

Current Financial Status

Pre-revenue, 100 vendors, 100 customers

Note: In pitch deck

Cap Table

Current ownership (100% founder)

Note: Simple - founder owns 100%

Bank Statements

Business account statements

Use of Funds Breakdown

View

40% marketing, 30% eng, 20% ops, 10% legal

Legal Documents4/7 ready

Certificate of Incorporation

Delaware C-Corp or LLC

Note: Required before close

Bylaws / Operating Agreement

Corporate governance docs

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Platform terms for users

Vendor Terms of Service

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Platform terms for vendors

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GDPR/CCPA compliant

Liability Waiver

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Vendor indemnification agreement

IP Assignment

All IP assigned to company

Note: Required before close

Product & Technology4/5 ready

Live Platform

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Production application

Note: picnyk.com

Technical Architecture

Next.js, Supabase, Vercel, AI SDK

Note: Modern, scalable stack

Database Schema

48 tables in production

Note: Full schema available

AI Systems Documentation

8 AI compliance systems

Security Overview

Data protection, RLS, auth

Note: Supabase RLS + Stripe

Team2/4 ready

Founder Bio & Resume

Devante Scott background

Organization Chart

Solo founder, hiring CTO + VP Growth

Note: In pitch deck

Hiring Plan

CTO, VP Growth, contract devs

Note: In use of funds

Founder References

2-3 professional references

Traction & Metrics3/4 ready

Vendor Onboarding Data

100 vendors across 5 categories

Customer Registration Data

100 registered customers

Platform Metrics

48 DB tables, 8 AI systems

Early User Feedback

Vendor/customer quotes

Market & Competition3/3 ready

Market Research

View

TAM/SAM/SOM with cited sources

Competitive Analysis

The Knot, Thumbtack, GigSalad, Bark

Note: In pitch deck

Competitive Moat Analysis

AI compliance as differentiator

Note: In pitch deck

Quick Links

Pitch Deck

Full 13-slide presentation

One-Pager

Executive summary

Financials

18-month projections

Pitch Script

5-minute investor pitch

Legal Documents

ToS, Privacy, Waivers

Live Platform

Production application

Data Room Best Practices

1. Keep it updated: Update metrics monthly during fundraising

2. Use secure sharing: DocSend, Google Drive, or Notion with view tracking

3. Organize clearly: Mirror this checklist structure in your file system

4. Name files well: Use "Picnyk_PitchDeck_v3_Apr2026.pdf" format

5. Track engagement: Use DocSend to see which documents investors view most