Two complete data room structures for startup founders raising pre-seed to Series A. Folder maps, document checklists, and a naming system. Free Notion file.
Free Data Room Template
What You Get In This Free Template
The exact data room structure investors expect when they ask “can you send over your data room” and you don’t want to be scrambling through old Google Drive folders to put one together.
✅ Two complete folder structures: one for pre-seed/seed, one for Series A and later, 14 sections deep
✅ File naming conventions with real examples, so version control survives more than one editor
✅ Access and security guidance: what to share, what to gate, and when
✅ Pro tips on what investors actually look at first, plus the common mistakes that slow deals down
✅ A 12-point checklist to run before you open the room to anyone
Common Questions About Data Room
Who this is for?
Startup founders who have a pitch deck but freeze the moment an investor asks for a data room. You know your numbers. You just don’t know how to organize them.
Are these templates free?
Yes. 100% free. No credit card required. You can duplicate and keep it forever.
What's the difference between the early-stage and later-stage version?
The early-stage structure is built for pre-seed and seed rounds, when you don’t have years of financials yet. It’s lighter, focused on traction, team, and product. The later-stage structure covers all 14 sections, including audited financials, customer contracts, cap table history, and governance documents that Series A and later investors expect to see.
What format is this?
Notion. Duplicate the template into your own workspace and use it easily.
Can you help me for my deck?
Yes. If you want to learn and build it yourself, get the guide. If you want it done, hire me.
