Series A data room checklist: 58 documents for 2026
Series a data room checklist for 2026: 58 documents grouped by folder, with cohort, reference, and KPI dashboard artifacts Series A VCs now expect.
series-a-data-room-checklist.txt
{{COMPANY_NAME}}_SeriesA_DataRoom/
├── 00_Corporate_Legal/
│ ├── 00a_Certificate_of_Incorporation.pdf
│ ├── 00b_Bylaws.pdf
│ ├── 00c_Board_Consents_2022-2026.pdf
│ ├── 00d_Stockholder_Consents.pdf
│ ├── 00e_Amended_COI_All_Rounds.pdf
│ ├── 00f_Foreign_Qualifications.pdf
│ ├── 00g_Trademark_Registrations.pdf
│ ├── 00h_Patent_Filings_and_Provisionals.pdf
│ ├── 00i_IP_Assignment_Agreements_All_Founders.pdf
│ └── 00j_Prior_SAFEs_and_Notes.pdf
├── 01_Cap_Table_Securities/
│ ├── 01a_Cap_Table_Current.xlsx
│ ├── 01b_Cap_Table_Pro_Forma_PostA.xlsx
│ ├── 01c_Option_Pool_Grants_Log.xlsx
│ ├── 01d_409A_Valuation_Latest.pdf
│ ├── 01e_Prior_Round_Docs_Seed.pdf
│ └── 01f_Secondary_Transactions_Log.pdf
├── 02_Financials/
│ ├── 02a_PnL_Monthly_24mo.xlsx
│ ├── 02b_Balance_Sheet_Monthly_24mo.xlsx
│ ├── 02c_Cash_Flow_Monthly_24mo.xlsx
│ ├── 02d_Bank_Statements_12mo.pdf
│ ├── 02e_AR_Aging.xlsx
│ ├── 02f_AP_Aging.xlsx
│ ├── 02g_Financial_Model_24mo_Forward.xlsx
│ ├── 02h_Tax_Returns_Federal_State.pdf
│ ├── 02i_RnD_Tax_Credits.pdf
│ └── 02j_Runway_Scenario_Analysis.xlsx
├── 03_Commercial_GTM/
│ ├── 03a_MRR_ARR_Monthly.xlsx
│ ├── 03b_Cohort_Retention_by_Quarter.xlsx
│ ├── 03c_Logo_Retention_GRR_NRR.xlsx
│ ├── 03d_Pipeline_Current_Quarter.xlsx
│ ├── 03e_Win_Loss_Analysis.pdf
│ ├── 03f_Customer_Contracts_Top_20.pdf
│ ├── 03g_Pricing_History.pdf
│ └── 03h_Sales_Compensation_Plans.pdf
├── 04_Product_Technology/
│ ├── 04a_Architecture_Diagram.pdf
│ ├── 04b_Security_Overview_SOC2.pdf
│ ├── 04c_Model_Provenance_and_Training_Data_Log.pdf
│ ├── 04d_Third_Party_Dependencies.xlsx
│ ├── 04e_Open_Source_License_Audit.pdf
│ ├── 04f_Product_Roadmap_12mo.pdf
│ ├── 04g_Uptime_SLA_History.pdf
│ └── 04h_Data_Processing_Agreements.pdf
├── 05_People_HR/
│ ├── 05a_Employee_Census.xlsx
│ ├── 05b_Org_Chart_Current.pdf
│ ├── 05c_Offer_Letter_Template.pdf
│ ├── 05d_IP_Assignments_All_Employees.pdf
│ ├── 05e_Contractor_Agreements.pdf
│ └── 05f_Key_Hire_Pipeline.pdf
├── 06_Customer_References/
│ ├── 06a_Reference_Call_Brief.pdf
│ ├── 06b_Reference_Customer_List.xlsx
│ ├── 06c_NPS_CSAT_Scores.xlsx
│ ├── 06d_Case_Studies_Top_5.pdf
│ └── 06e_Churn_Reasons_Exit_Interviews.pdf
└── 07_KPI_Dashboard/
├── 07a_KPI_Dashboard_Current.pdf
├── 07b_Board_Deck_Latest.pdf
├── 07c_Unit_Economics_LTV_CAC.xlsx
├── 07d_Magic_Number_Payback.xlsx
└── 07e_North_Star_Metric_Trend.xlsx
Variables · fill before sending
- COMPANY_NAMEYour legal entity name with underscores, no spaces (e.g., Causo_Inc)
How to use it
- Stage access, do not dump: release folders 00 through 03 at term sheet, open 04 through 07 after the first partner meeting. Staged access keeps you in control of the narrative.
- Reconcile numbers across folders: the MRR in 02g_Financial_Model, 03a_MRR_ARR_Monthly, and 07a_KPI_Dashboard must match to the dollar. Partners test this first.
- Redact customer names in 03f only: everywhere else (03b cohort, 03c retention, 06b reference list), use real names. Redacted cohort data looks like you are hiding losses.
- Log every viewer: VDR analytics tell you which partner opened what, and for how long. Use that to tailor follow-up questions back to the deal team.