Deal Room for VC
As a founder who is raising capital, you need to provide a comprehensive overview of your startup to potential investors. This deal room template will help you organize and present the necessary information effectively. A secure, updated, and well-organized deal room can significantly enhance your chances of securing funding.
General
Think of this as your deal room’s “table of contents.” The overview folder should act as a clear guide for navigating your data room. Include a high-level summary of each section, how your folders are structured, and any special notes investors should know before they dive in.
What to include:
- Navigation instructions (if any)
- Quick summary of what’s inside each folder
- Optional: Welcome message from the founder or CEO
Financials
VCs need a deep understanding of your financial story. This folder should provide full visibility into how your startup makes, spends, and plans to grow revenue.
What to include:
- Historical financial statements (P&L, balance sheet, cash flow)
- Forecasts and projections
- Unit economics
- CAC vs. LTV breakdown
- Burn rate analysis and runway
Cap Table
Transparency in ownership is crucial. Your cap table gives investors a snapshot of current equity distribution, past fundraising, and how dilution plays out.
What to include:
- Current cap table (fully diluted)
- Option pool details
- SAFE/Convertible notes (with terms and discounts)
- Past fundraising rounds and ownership breakdown
- Pro-forma post-funding structure
Product
Showcase what you’ve built and where you’re headed. This folder demonstrates product-market fit, innovation velocity, and vision alignment.
What to include:
- Product overview deck or one-pager
- Demo videos or access to live demo/staging
- Tech stack overview
- Product roadmap
- Customer feedback or testimonials
Team & Shareholders
VCs bet on people before numbers. Introduce your team, highlight their strengths, and show who’s already backing you.
What to include:
- Founders’ and key team bios
- Org chart (current and planned)
- Advisor list (if any)
- Shareholder list (angels, previous investors)
Legal
To ensure legal compliance and reduce friction during diligence, make sure your legal folder is complete and clean.
What to include:
- Certificate of incorporation
- Bylaws and operating agreements
- Board resolutions
- Tax ID and licenses
- Voting agreements
- IP assignments and NDAs
- Contracts or major agreements (if relevant)
Other Information
Add any supplementary material that deepens an investor’s understanding of your startup. These extras can demonstrate traction, vision, and thought leadership.
- KPI dashboards
- Past investor updates or newsletters
- Pitch decks (previous and current)
- Press coverage or PR highlights
- Strategic partnerships or LOIs
Kubera Capital (opens in a new tab) is an alternative investment and wealth management firm that provides a comprehensive suite of services to help clients achieve their financial goals. One of our expertise is in helping startups prepare their deal rooms for venture capital funding. We understand the importance of a well-organized and transparent deal room, and we work closely with founders to ensure that all necessary information is presented clearly and effectively. We also provide guidance on how to structure the deal room, what information to include, and how to present it in a way that resonates with potential investors. Our goal is to help startups secure the funding they need to grow and succeed. Kubera Capital's team of experts has extensive experience in venture capital and startup funding, and we leverage this knowledge to help founders navigate the complex process of raising capital. We believe that a well-prepared deal room can make a significant difference in attracting the right investors and securing the necessary funding.
Kubera Capital has discounted pricing for our founders with Carta, a leading platform to create and manage deal room for startups. Carta provides a secure and user-friendly platform that simplifies the process of creating and managing deal rooms. With Carta, founders can easily upload and organize their documents, share them with potential investors, and track who has accessed the information. Use the link (opens in a new tab) to create your deal room with Carta