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    Data Room Preparation

    A data room is the organised set of documents an investor reads during diligence, and preparing one means assembling it before a process starts rather than scrambling during it.

    Service within Venture Capital & Private Equity

    How we help with Data Room Preparation

    Every day spent assembling a data room mid-process is a day an investor spends losing interest.

    1. Build the index before the documents

      What a buyer expects to find, structured their way. An index assembled after the documents reflects what you happen to have rather than what they came to check.

    2. Fill it, and find the gaps early

      Every missing contract, unsigned board resolution and unreconciled schedule surfaces now rather than in week three of a process.

    3. Make it answer, not just contain

      Summaries at the top of each section, so a reviewer reaches an answer without opening twelve files. Speed of answer is read as quality of company.

    4. Control access and watch it

      Staged permissions and activity tracking, so you know which sections a party is spending time in, which is itself information.

    More services within Venture Capital & Private Equity

    Every day spent assembling a data room mid-process is a day an investor spends losing interest.

    Where we have done this

    SaaS

    Scaling a SaaS Platform to Series B

    Built the finance basics and the investor story that helped a software company serving one industry raise growth money from large funds.

    3.2x ARR growth in 18 months

    Consumer / D2C

    Building Investor Readiness for a D2C Brand

    Designed unit economics, cohort analytics, and a fundraising data room that anchored the next funding round.

    Closed oversubscribed Series A

    FinTech

    Compliance and Governance Reset for a FinTech

    Rebuilt the compliance, secretarial, and reporting stack to meet regulator expectations ahead of a strategic partnership.

    Cleared regulatory review on first pass

    FAQ

    Questions founders ask about Data Room Preparation

    What goes in a data room?

    Corporate records and the cap table, financial statements and management accounts, material contracts, customer and revenue data, employment and ESOP documents, statutory filings, intellectual property, and litigation if any. The exact set depends on the transaction.

    When should we build it?

    Before the process starts. Every day spent assembling a data room mid-process is a day an investor spends waiting, and waiting is when interest cools and other deals arrive.

    Does a data room need to be a paid platform?

    Not for an early round, where a well-organised shared drive with controlled permissions is adequate. A paid platform earns its cost when there are multiple parties, when activity tracking matters, or when the documents are commercially sensitive.

    How much detail is too much?

    Anything not asked for that raises a question you then have to answer. A data room is a considered set of documents, not an archive, and curation is part of the work.

    What our research says about Data Room Preparation

    Most companies treat fundraising as an event. They scramble a data room together when the process starts, and take it apart when the cheque clears. That scramble is precisely where the weeks and the valuation leak away.

    Sriram Chidambaram, in Investors don't fund your numbers. They fund their confidence in your numbers.

    The day you open your data room is too late to start asking what is in it. The discipline is to know what is in it months earlier.

    CA Mallavarjalla Mounika, in DD Is Not the First Time You Should Look at Your Business

    If our deck and our data room were read by two different people, would they describe the same company?

    CA Mallavarjalla Mounika, in What Due Diligence Actually Evaluates (Beyond the Data Room)

    The people behind Data Room Preparation

    Data Room Preparation is run by the studio team: one multidisciplinary team whose pods work in tandem, matched to the sector and the stage the company is in.

    CA Mallavarjalla Mounika

    Due Diligence pod

    Led by CA Mallavarjalla Mounika

    Lead - Due Diligence & Assurance. Assesses risks and investment readiness.

    See the pod structure
    Studio TeamThe operators, investors and builders who run engagements end to end.Meet them

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