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Investor Data Room Checklist

This document lists the artifacts required for investor diligence and how we keep them current. Objective: Provide a clear index by topic (company, product, GTM, financials, security) with owners and update cadence.

Suggested Sections

  • Index and folder structure
  • Company and legal docs
  • Product, tech, and roadmap
  • GTM metrics and cohorts
  • Financials and forecasts
  • Security and compliance artifacts