OpenDataRoomA useful next step
Fundraising evidence
Explore fundraising evidence: practical document packs, source checks, fictional examples and controlled AI access.
Choose your task
Preparing a Series A data room after your seed round
Use your AI to prepare an introduction pack and a deeper Series A diligence pack for different audiences.
VC analysts: a first-pass screen using the founder's own sources
Use your AI to draft an investment screen checking the deck's customer claim against the definitions.
Prospect, adviser, diligence: one pack each
Use your AI to separate the permitted documents for prospects and appointed advisers.
Founder background checks: what evidence to put in the pack before an investor's AI asks
Use your AI to draft a founder biography distinguishing documented roles from unverified claims.
Traction: define it before an investor's AI searches for it
Use your AI to draft a traction paragraph separating paying customers and free trials.
Stale versions: how to retire an old deck without breaking an active connection
Use your AI to check the current deck version after an accepted drop update.
KPI definitions for investor review: explain what each number means
Use your AI to compare KPI definitions across reports before interpreting changes.
Cash and runway assumptions: share the numbers an investor's AI can check
Use your AI to explain the supplied cash runway scenario and its assumptions.
Cap table summary for investors: share the summary, not the register
Use your AI to explain what the cap-table summary establishes and what dilution evidence is missing.
Vendor security questionnaire responses: share answers with the policies they cite
Use your AI to draft security questionnaire answers tied to the available control evidence.
Customer concentration and contracts: a summary pack for diligence
Use your AI to explain customer concentration with a clear revenue basis and period.
Comparing term sheets with an adviser's AI: a pack with the definitions
Use your AI to compare financing term sheets beyond the headline valuation.
Investor updates as a pack: give existing investors a searchable, dated record
Use your AI to draft an investor update explaining what changed in the assumptions.
Series B: growth metric definitions and cohort exports for a growth investor's AI
Use your AI to compare cohort and company-wide growth measures on their stated bases.
Portfolio company reporting to the GP: one pack per quarter, one connection per fund
Use your AI to map portfolio-company metrics to the GP's requested reporting definitions.
Venture studios: one pack per spin-out, one record per investor
Use your AI to prepare separate company evidence packs for a studio's funded portfolio.
Bridge round: a short pack for existing investors deciding to follow on
Use your AI to draft a bridge financing update explaining changed funding timing.
Australia: capital raising documents (SAFE, term sheet, disclosure) in one adviser pack
Use your AI to check an Australian investor draft against its supplied evidence and audience scope.
For directors: pre-read a board pack with your own AI
Use your AI to prepare a board pre-read with source checks and unresolved decision questions.
LP annual meeting pack: materials, definitions and the Q&A log
Use your AI to prepare annual-meeting talking points tied to performance definitions.
IP and patent evidence pack for investor diligence
Use your AI to summarise IP evidence without turning pending applications into granted rights.
Regulatory status evidence (licences, registrations) for an investor's AI
Use your AI to explain the actual stage of regulatory applications and authorisations.
Customer references and case evidence: a pack that stays within permission
Use your AI to prepare customer references within the recorded disclosure permissions.
Product roadmap vs shipped: a dated evidence pack
Use your AI to separate shipped capabilities from planned features in a product briefing.
Hiring plan and org chart without personal data
Use your AI to explain current team capacity separately from planned hiring.
Impact investing due diligence: evidence of outcomes beside the model
Use your AI to separate reach, outcomes and attribution in an impact investment review.
ESG reporting to LPs: definitions, data cut-offs and the question log
Use your AI to explain the coverage behind portfolio ESG reporting.
Funded university spin-outs: share IP evidence with prospective investors
Use your AI to explain a funded spin-out's IP licence status to prospective investors.
Portfolio showcase packs: share approved company progress with investors
Use your AI to prepare a portfolio-company progress brief using only approved disclosure.
Selling a small business: a seller's evidence pack before the buyer's data room
Use your AI to draft a seller briefing with earnings adjustments clearly qualified.
Build an investor evidence index with claim and source references
Use your AI to build an index connecting investor claims to the files and passages behind them.
Prepare cash and runway assumptions for an investor review
Use your AI to check which cash and burn assumptions support the supplied runway estimate.
Connect a use-of-funds statement to milestone evidence
Use your AI to connect the proposed use of funds to milestones and delivery assumptions.
Write reconciliation notes for management accounts and forecasts
Use your AI to explain the differences between actual management accounts and forecast assumptions.
Prepare a document-version change log for a repeat diligence review
Use your AI to describe material changes between the old and new diligence documents.
Prioritise a startup diligence request list before sharing
Use your AI to prioritise investor diligence requests by stage and approved disclosure.
Prepare a dated founder-experience evidence timeline
Use your AI to build a dated founder experience timeline with relevant evidence.
Prepare retention-cohort definitions for Series A diligence
Use your AI to explain the population and denominator behind retention cohorts.
Explain a revenue-definition source note for investor diligence
Use your AI to separate recognised revenue, bookings and cash collections in an investor response.
Explain sales-pipeline assumptions in a growth handover
Use your AI to identify the assumptions behind the company's sales-pipeline forecast.
Create an approved IP evidence index for investor review
Use your AI to index approved IP ownership, application and licence evidence.
Handover a venture analyst evidence review to a partner
Use your AI to turn an analyst's company review into a source-linked partner briefing.
Map pre-meeting investor questions to approved sources
Use your AI to prepare source-linked answers to questions before an investor meeting.
Show investors the evidence behind portfolio-company milestones
Use your AI to explain the evidence behind portfolio-company milestones before an investor showcase.
Prepare a placement-agent material approval index
Use your AI to check which deal materials a placement agent may circulate to which audience.
Prepare a permission register for investor customer references
Use your AI to check customer-reference permission before sharing names or transcripts.
Share a cap-table explanatory note for a scoped review
Use your AI to explain the ownership assumptions behind a supplied cap-table summary.
Handover written product-validation evidence and open tests
Use your AI to separate completed product tests from planned validation work.
Build a startup risk and mitigation source register
Use your AI to map material startup risks to supplied mitigation evidence.
Map written reference-call transcripts to venture diligence claims
Use your AI to trace diligence claims to an authorised written reference-call transcript.
A focused review pack for angels joining a funded company’s next round
Use your AI to prepare a compact pack for an angel participating in a funded company's next round.
From adviser feedback to revised investor materials: show what changed
Use your AI to explain which adviser comments changed a funded company's investor materials.
Prepare a venture-studio shared-draft disclosure register
Use your AI to separate shared studio templates from company-specific confidential drafts.
Preserve source-owner attribution in a shared deal review
Use your AI to preserve authorship and source attribution across several owners' materials.
Prepare unit-economics definitions for growth-equity diligence
Use your AI to compare growth-equity unit economics using consistent definitions.
Map written management-interview evidence for diligence
Use your AI to map management interview statements to supporting documents.
Prepare a commercial diligence assumption register
Use your AI to separate market evidence from assumptions in commercial diligence.
Write a material-change note after diligence
Use your AI to explain a changed assumption to an existing diligence reviewer.
Close board actions against written evidence
Use your AI to check board action status against supplied completion evidence.
Explain changed assumptions in a special-situations review
Use your AI to explain changes in a special-situations investment scenario.
Keep a proposal assumption and acceptance evidence register
Use your AI to separate proposal assumptions from agreed client scope.
Review attribution in an existing written call transcript
Use your AI to check speaker attribution and corrections in an existing written call transcript.
Write a scope note for an adviser diligence handover
Use your AI to define which sources and questions are included in an adviser handover.
Australian fundraising materials: prepare an evidence pack for investor review
Use your AI to prepare a permitted Australian investor review with source-linked assumptions.
Examples use invented documents and figures. Your files, access permissions and choice of AI remain yours.
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