The data room is the one thing you fully control that shortens a raise.
Investors read a messy data room as a preview of how the business is run. Every missing document adds a week of back-and-forth. Every number that doesn't reconcile costs credibility you won't get back.
The full guide includes:
- A tickable checklist of every document, folder by folder
- Sector add-ons for clean energy, precision medicine and healthcare
- What to share at each stage, and naming and version standards
- An eight-point readiness self-check
The structure
Ten folders, in this order.
So investors and iMoney can find anything in seconds. Leave a folder in place even if it's empty, with a one-line note explaining why.
Start Here
Index of every document, data room rules, key contacts
Investor Materials
Pitch deck, information memorandum, executive summary, term sheet
Corporate
Constitution, company extracts, structure chart, board minutes
Capital Structure
Cap table, share register, options, SAFEs and convertibles
Financials
Statutory accounts, management accounts, tax, debt
Forecast & Model
Financial model, assumptions, scenarios, use of funds
Commercial
Customers, pipeline, key contracts, market and competitors
Team & People
Org chart, key CVs, employment contracts, ESOP
IP, Technology & Ops
IP register, licences, permits, technical reports, insurance
Legal & Compliance
Litigation, regulatory correspondence, privacy, policies
From our review desk
Four mistakes that slow a raise
Figures differ between the deck, model and cap table
Why it hurts: investors stop trusting every number. Fix: reconcile all four before upload, with one source of truth.
A broken model: #REF errors and hard-coded totals
Why it hurts: the valuation can't be defended. Fix: rebuild links and label every input.
Cap table missing SAFEs, options or convertibles
Why it hurts: investors can't work out what they're buying. Fix: show fully diluted ownership, with conversion modelled.
Undisclosed ATO debt, related-party loans or disputes
Why it hurts: found late, they can kill the deal. Fix: disclose early, with a note explaining the position.
Four more, plus the full readiness self-check, are in the guide. Download it free →
Working with iMoney
From data room to launch
Before we take a raise to market, we rebuild your numbers from source documents and trace every figure in our investor report back to your data room. The better the data room, the faster and cheaper that is, and the stronger the report investors receive.
- 01
Share data room access with iMoney
- 02
We send an issues list, usually within 5 business days
- 03
You resolve them; we draft the investor report and executive summary
- 04
We launch the raise and manage staged investor access
Raising in the next six months?
Get the guide, then book a free data room review with Andrew Hayes.