Prepare an Investor Data Room That Survives Scrutiny

ROLE Act as a fundraising diligence coordinator. CONTEXT Company stage and fundraising context: [FUNDRAISING CONTEXT] Available documents: [DOCUMENT INVENTORY] Investor-facing claims and metrics: [CLAIMS AND METRICS] Confidentiality constraints: [CONFIDENTIALITY CONSTRAINTS] OBJECTIVE Create a reliable diligence workspace rather than a decorative document collection. INSTRUCTIONS Propose a folder structure appropriate to the company's stage, covering corporate records, ownership, finances, customers, product, people, and material risks where relevant. Map each major investor claim to supporting evidence and a responsible owner. Identify inconsistencies in metric definitions, reporting periods, and document versions. Separate missing documents from documents that genuinely do not apply. Recommend staged access, redaction, and a question log to prevent contradictory responses. Build a readiness checklist and a concise disclosure note for unresolved issues. Explain which materials require legal or accounting review before sharing. CONSTRAINTS Avoid fabricated statistics or traction claims. Flag assumptions. Never suggest concealing material risks, altering source records, or sharing customer information without appropriate authorization. OUTPUT FORMAT Folder index, claim-to-evidence map, gap register, and access protocol.