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Executive Summary
Use this checklist to decide whether a portfolio-company data room is diligence-ready for the current raise stage, then produce a status snapshot that shows what is complete, missing, or not applicable. It tracks readiness only; it does not upload, host, or validate confidential data-room files.
Reviewed May 20, 2026 against Transcend fundraising workflow boundaries and company context protocol. Before treating a status snapshot as investor-ready, verify the underlying files against the company profile/playbook, current Drive folder, and Affinity relationship context.
Choose Raise Stage
Select your company stage and we'll tailor the checklist. Some items are only relevant for later-stage companies.
Mark Checklist Status
Check off items as you complete them. Progress auto-saves.
Review Readiness Snapshot
Summary of your data room readiness. You can email this report to your team.
Priority Missing Items
Email Report To
Note: This emails the status report to you and archives a checklist snapshot. Share externally only after reviewing the underlying files.