🎅 Follow Santa’s journey! Open our Advent Calendar to watch him go digital with Drooms. 

Say hello to the most advanced dealmaking AI on the market. Learn more.

Must-have documents for your startup’s fundraising

June 1, 2025

Your Investor-Ready Checklist

Fundraising is one of the most exciting—and demanding—chapters in a startup’s journey. And one of the biggest obstacles many founders face isn’t their product, pitch, or vision. It’s documentation.

When investors show serious interest, due diligence begins. This process requires you to present detailed information about your company, team, finances, and strategy. How quickly and clearly you can provide it may directly impact the outcome of your fundraising round.

Why documentation can make or break your round

Investors are looking for transparency, professionalism, and signals that your startup is built on solid ground. A well-organised data room not only accelerates their review process but also builds trust and shows you’re prepared to scale.

On the flip side, missing or disorganised documents can delay or even derail a deal.

What to include in a fundraising data room

To help startup teams stay on track, Drooms has created a comprehensive checklist of the documents investors typically request. This index includes everything from company basics and legal paperwork to financial statements and go-to-market plans.

Think of it as a flexible blueprint. You can adapt it based on your business model and growth stage. The goal isn’t to tick every box blindly—it’s to present your company in a way that’s clear, complete, and credible.

Some of the key areas to cover include your corporate structure, ownership details, current financials, major contracts, and team background. Including thoughtful overviews of your market positioning, product roadmap, and competitive landscape will also help investors assess your long-term potential.

Why use a dedicated data room?

A data room isn’t just a Dropbox folder or a shared Google Drive. A proper fundraising data room offers more control, visibility, and security. It helps you manage access, track activity and investor engagement, and present documents in a professional, investor-ready format.

FeatureOther platformsDrooms FLEX
Setup time4–8 hours<30 minutes
Data securityVariesEncrypted, GDPR-compliant and based in Europe
Access controlLimitedGranular, built-in
Investor engagement insightsNoneReal-time analytics
Branding & professionalismBasicDeal-ready experience

Download the full Fundraising Checklist now to build your investor-ready data room with confidence.

Preparing for success

With Drooms’ ready-to-use fundraising checklist and suggested folder structure, you can move faster and with confidence. You’ll avoid common oversights, streamline your due diligence process, and give investors a smooth experience from first click to closing.

Why founders choose Drooms FLEX

Drooms FLEX is designed with early-stage startups in mind. It’s flexible, scalable, and pay-as-you-go—so you don’t need to commit to a long-term contract just to run a short-term fundraising campaign.

It takes less than 30 minutes to get your data room up and running. From there, you can control who sees what, collaborate with your team, and respond to investor requests without scrambling to find documents.

Most importantly, Drooms FLEX helps you present your company in a way that inspires confidence, without slowing you down.

Ready to get investor-ready?

Don’t let documentation be the bottleneck in your fundraising journey. Download the Fundraising Data Room Checklist and start building your investor-ready data room today with Drooms FLEX.

Streamline your workflow
Try our platform for free - no commitment
Mockup

Have questions?

Ask us!​

⭐ Main Contact Form

By clicking "Submit", I agree to be contacted by Drooms GmbH or Drooms AG via e-mail or telephone (if provided) in order to process my request and in accordance with Drooms' privacy policy.

I agree with the processing and use of my data in accordance with the declaration of consent and privacy policy.

One data room. Many possibilities.

Due Diligence
Conduct proper due diligence for your M&A deal
Lifecycle management
Control and streamline asset documentation in your organisation
Document Analysis
Digitalise the document review phase
Digitisation
Get support with collecting, indexing, and digitising your documents
Fundraising



Conduct fundraising and share fund documents with potential investors
M&A
Deal-ready certainty for your M&A transactions
Drooms