Setup, files, and working notes. The record is the story. Prepare is what makes a round possible.
What Prepare is
Business setup is legal structure and country of registration. Document Checklist tracks what still needs a file. Data Room holds the folders on this listing. Notes are private working notes, not a shared profile. Dashboard treats business setup and the pitch deck as cores.
Document Checklist
What still needs a file
3 remaining
Pitch deckRequired before a fundraising round can start.
Articles of incorporationTracked on the company tab. Upload from the checklist or Organization.
Cap table exportKeep ownership current before you open a data room.
Document checklist. Pitch deck is required. Remaining items stay visible.
Data Room
Folders on this listing
4 folders
Minute Book
Files stay on the record. They are not rebuilt each round.
Intellectual Property
Files stay on the record. They are not rebuilt each round.
Financing Agreement
Files stay on the record. They are not rebuilt each round.
Pitch materials
Files stay on the record. They are not rebuilt each round.
