Hub/Templates/data-room/Seed data room checklist (34 documents, 2026)
★ data-room template·Building a seed-stage investor data room before opening a round or after a partner meeting signals term-sheet intent.·general · seed·6 variables·Updated

Seed data room checklist (34 documents, 2026)

The 34-document seed data room checklist, ordered by what VCs open first. File-naming conventions, folder structure, and a filled example you can copy today.

CBy the Causo editorial team
seed-data-room-checklist.txt
00_START_HERE/ 00-01_README.md {{readme_note}} 00-02_Deck_{{company}}_Seed_{{yyyymm}}.pdf 00-03_One_Pager_{{company}}_{{yyyymm}}.pdf 00-04_FAQ_{{company}}_{{yyyymm}}.pdf 01_FINANCIALS/ 01-01_Historical_PnL_{{company}}_{{yyyymm}}.xlsx 01-02_Monthly_KPIs_{{company}}_{{yyyymm}}.xlsx 01-03_Cohort_Retention_{{company}}_{{yyyymm}}.xlsx 01-04_Financial_Model_{{company}}_3yr_{{yyyymm}}.xlsx 01-05_Burn_Runway_{{company}}_{{yyyymm}}.xlsx 01-06_Bank_Statements_L12M_{{company}}.pdf 01-07_Revenue_Recognition_Policy.pdf 01-08_Top10_Customer_Contracts_{{yyyymm}}.zip 02_CAP_TABLE/ 02-01_Cap_Table_{{company}}_{{yyyymm}}.xlsx 02-02_Post_Money_Pro_Forma_{{round_size}}.xlsx 02-03_SAFE_Convertible_Ledger.xlsx 02-04_Option_Pool_Schedule.xlsx 02-05_409A_Valuation_{{yyyy}}.pdf 03_CORPORATE_LEGAL/ 03-01_Certificate_of_Incorporation_{{state}}.pdf 03-02_Bylaws.pdf 03-03_Board_Consents_L24M.zip 03-04_Stockholder_Consents_L24M.zip 03-05_Good_Standing_Certificate_{{yyyymm}}.pdf 03-06_IP_Assignment_Agreements_All_Founders.zip 03-07_Prior_Financing_Docs_Seed_PreSeed.zip 04_TEAM_HR/ 04-01_Org_Chart_{{yyyymm}}.pdf 04-02_Key_Employee_Offer_Letters.zip 04-03_PIIA_All_Employees.zip 04-04_Contractor_Agreements.zip 04-05_Advisor_Agreements.zip 05_PRODUCT_TECH/ 05-01_Product_Roadmap_{{yyyymm}}.pdf 05-02_Architecture_Diagram.pdf 05-03_Security_Privacy_Posture.pdf 05-04_Open_Source_License_Register.xlsx 06_MARKET_CUSTOMERS/ 06-01_Customer_Reference_Sheet.pdf 06-02_Pipeline_Snapshot_{{yyyymm}}.xlsx 06-03_Competitive_Analysis.pdf

Variables · fill before sending

  • companyCompany legal short name, no spaces (e.g., Acme)
  • yyyymmSnapshot date as YYYYMM, e.g., 202604
  • yyyyYear of the referenced artifact, e.g., 2026
  • round_sizeSeed round target in USD, e.g., 3M
  • stateState of incorporation, e.g., Delaware
  • readme_noteOne-paragraph orientation: what's in the room, who to contact, permission rules

How to use it

  • Upload in this order, not alphabetical. Partners open 00 > 01 > 02 > 03. If the top three folders are not self-serve, they ping you and lose a day.
  • Name every file with the folder-number prefix (01-01, 01-02). Sort order is your silent tour guide.
  • Lock permissions per folder, not per file. Associates get 01 through 04 read-only; partners get 05 and 06 on request.
  • Turn on audit logs before you share the first link. You want to see which partner opened the cap table twice.
  • Refresh 01-02 monthly KPIs and 02-01 cap table on the first of every month during an active raise. Stale numbers kill momentum.

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