Claude Skill · data-room

Data Room — Claude Skill for Founders

Produce a stage-appropriate due diligence checklist, audit what already exists, draft what's missing and organise the room with the right access levels.

Activates when the user wants to prepare a due diligence data room, or after an investor requests materials — "data room", "due diligence", "DD checklist", "what documents do investors need?".

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When to use it

The founder is mid-fundraise and investors are requesting due diligence materials.
The founder wants to prepare a data room proactively before starting outreach.
The founder received a term sheet and needs to prepare for confirmatory due diligence.

What Claude needs from you

Stage, legal entity type, founding date, team composition and fundraising history.
Cap table basics, revenue and metrics, and any existing legal or financial documents.
Current round stage (pre- vs. post-term sheet) and the specific document requests received.

The workflow

Step 1
Read startup context
Understand stage, entity type and which documents should already exist.
Step 2
Assess the DD stage
Proactive prep, initial DD or confirmatory DD — the scope differs significantly.
Step 3
Generate the checklist
Mark each item Exists, Needs Update, Needs Creation or Not Applicable.
Step 4
Audit existing materials
Check completeness, staleness (financials older than a month) and red flags.
Step 5
Draft missing items
Templates for the financial summary, KPI dashboard, org chart and similar.
Step 6
Organise the room
Recommend the folder structure and set pre- vs. post-term-sheet access.

What you get back

A markdown checklist organised by section with a status per item, followed by a recommended folder structure and access-level guidance.

## Data Room Checklist — [Company Name] — [Round]

### Section 1: Corporate Documents
- [x] Certificate of Incorporation — exists, current
- [ ] Board consent for fundraise — needs creation
- [ ] 409A valuation — needs update (last done 14 months ago)

Frameworks & best practices

Master due diligence checklist

Eight sections cover everything a lead investor's counsel will ask for.

Corporate documents — incorporation, bylaws, board minutes, fundraise consent, stockholder agreements, litigation.
Cap table & equity — fully diluted cap table export, option ledger, SAFEs and notes, pro forma table, current 409A.
Financials — 12 months of monthly P&L, balance sheet and cash flow, burn, projections with assumptions, unit economics.
Metrics & KPIs — monthly dashboard (MRR/ARR, growth, churn, NRR), cohort retention, pipeline or funnel conversion.
Product & technology — roadmap, architecture, IP ownership, patents, open-source audit, security summary.
Contracts & customers — top 10 contracts, concentration analysis, vendor agreements, churn log.
Team & HR — org chart, bios, employment agreements with IP assignment, option grants, disputes.
Legal & compliance — privacy policy and GDPR/CCPA status, licences, trademarks, terms, insurance.

Stage-specific scoping

Pre-seed / seed — corporate, cap table, light financials and team. No 409A yet is fine.
Series A — all sections, 12+ months of monthly financials, airtight IP assignment, current 409A.
Post-term sheet — everything above plus whatever the lead's counsel requests; governance gets scrutinised.

Access control

Pre-term sheet: share pitch materials, metrics, financial summary and team bios only.
Post-term sheet: open the full room, with an NDA before customer contracts or detailed financials.
Watermark PDFs per investor and track document-level activity.

Red flags that kill deals

Cap table inconsistencies between the table and the signed documents.
Missing IP assignment for contractors who built core product.
Stale or missing 409A while options have been granted.
Financial statements that don't reconcile with bank statements.
Non-standard founder vesting without board approval documentation.

Better with the CAPLINK MCP Server

Connected to the CAPLINK MCP Server, Claude can read your actual data room structure, see which documents already exist, check who has access, and tell you which checklist items are still missing — then flag which investors opened what.

list_datarooms
list_dataroom_files
get_document_content
get_dataroom_access
list_recent_dataroom_activity
list_qa_questions

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Example prompts

"We just got a term sheet for our Series A. What do I need in my data room?"

Claude generates the full 8-section checklist scoped for confirmatory DD, pre-fills what likely exists, flags the highest-risk items and proposes a 2–4 week timeline.

"I'm about to start fundraising for our seed round. Should I set up a data room now?"

Claude confirms yes, then scopes a seed-stage room: clean cap table export, incorporation documents, a 6-month financial summary, IP assignments and a monthly KPI dashboard.

Related skills

pitch-deck

Pitch Deck

Build or rebuild a fundraising pitch deck slide by slide, with an assertion-style title, a key message, supporting content, a visual suggestion and the investor question each slide answers.

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investor-research

Investor Research

Turn a fundraising goal into a qualified, tiered investor target list with conflict checks, warm-intro paths and a recommended outreach sequence.

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Download the Data Room skill

One markdown file. Drop it into your Claude project and start working with your fundraising data.

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