data-room/ · resources · open
The Data Room, open.
The templates, tools, and guides I'd hand a founder before a raise — the mechanics of fundraising, data rooms, investor relations, and narrative, in one place. Everything here is free. No email, no gate.
If something here provides value to you, the best thank-you is to subscribe to The Data Room or say hi on LinkedIn.
16 resources
The Diligence-Ready Data Room
How investors actually read a data room, what they open first, and the gaps that quietly kill rounds — the full playbook.
Inside the Data Room: The Files That Close a Round
Part I — the key documents that actually get a fundraising round to the finish line, and the order investors open them in.
Inside the Data Room: The Folders You Add When the Stakes Get Bigger
Part II — the expanded folder and file structure a growth or late-stage round demands, and why each one appears.
The Financial Machinery of a Late-Stage Raise
Part III — deciphering the complex nuances of your financial narrative when the stakes get bigger.
Pro Forma Cap Table
A multi-round pro forma: enter your pre-money and new money, and it prices the round and shows fully-diluted ownership before and after. SAFEs tracked separately.
Series Term Sheet (Annotated)
A plain-English model of a priced-round term sheet — every economic and control term explained, so you understand the deal before you negotiate it. Educational, not legal advice.
Data Room Index & Tracker
The full folder structure investors expect, plus a readiness tracker that scores every item by stage as you check it off.
Pitch Deck Template
A concise 12-slide core deck, plus an appendix of backup and optional long-form deep-dive slides. Each one explains its job, why investors want it, and what to put on it.
Investor Update Template
The monthly update that keeps investors leaning in — metrics, asks, and the format that gets replies.
Use-of-Funds Template
Where the money goes and what it buys — the milestone-tied breakdown investors want to see next to the ask.
One-Pager Template
The single page that stands on its own without you narrating it — the front door to your data room.
Investor Q&A Prep
The hardest questions a partner will ask — with the place in your room each answer lives, so nothing catches you cold.
Data Room Readiness Checklist
What investors open first, by stage — check off what you have and see exactly what's missing.
Pitch Narrative Gap-Check
Eight honest questions. Every no is a line an investor will find on their own — better you find it first.
Metrics & Formulas
The growth, retention, and unit-economics numbers investors ask for — what each means and what good looks like.
Fundraising Terminology
The terms that fly around a raise — SAFEs, pro rata, liquidation preference, pre vs post — in plain English.
The Data Room
New resources land in the newsletter first.
I write about the strategy and mechanics of raising money most Wednesdays, and new templates and guides go out to subscribers as they're built. Free to read.
Work with me
Let’s build somethingworth funding.
Whether you’re raising now or getting the story straight first, the fastest way to start is a conversation.