This automation helps founders raising a round assemble a complete, well-organized data room so investors can run diligence without back-and-forth. It scaffolds the folder structure and tracks what's still missing.
What's Included
- Folder scaffolding: Generate standard sections for legal, financial, product, and team.
- Document checklist: List the exact files each section needs with a ready status.
- Gap tracking: Flag missing or outdated documents before sharing.
- Access log: Record which investors were granted access and when.
How To Use
- Choose your round stage and the data room template in Taskade.
- Upload existing documents into the scaffolded sections.
- Review the checklist and fill any flagged gaps.
- Grant investor access and track who has reviewed it.
Build a live data room with Taskade Genesis apps and see more investor automations for fundraising prep.