Fundraising strategy8 min2026-01-20

Investor data room checklist

Documents to include before diligence.

Core

Deck, one-pager, model, cap table, incorporation, IP assignments.

Optional early

Customer references, pipeline, technical architecture for deep tech.

Permissions

View tracking per investor — CapSignal data room supports access controls.

Get started

Start with a raise profile

We review every submission and respond within one business day.