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Due Diligence Data Room Checklist: Track Documents & Completeness Score

Know exactly what is in the data room. Mark each of 40 standard documents as received, pending or not applicable, see the completeness score, and send the founder (or your team) a grouped list of everything still missing by WhatsApp or email.

QUICK ANSWERA startup data room should contain corporate documents (incorporation, MoA/AoA, registers), cap table and past round documents, financials (audited accounts, MIS, bank statements), tax filings, key contracts, IP documents, HR and ESOP documents and compliance records. Investors judge preparation by how complete and organised it is.

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What the Data Room Checklist, Tracker & Completeness Score does

✅ 40 standard data room documents
✅ Received / pending / issue / N/A
✅ Data room completeness score
✅ Auto-generated document request list
✅ Works for founders and investors

How to use the Data Room Checklist, Tracker & Completeness Score

STEP 1
Name the company
Type the company name so exports and messages are labelled.
STEP 2
Mark each item
Tap a status for every item and add notes. Critical items are highlighted.
STEP 3
Review the score and gaps
See completeness, open critical items and issues in one place.
STEP 4
Send the request list
Generate a WhatsApp or email message listing everything still pending, grouped by section.

Set up your data room before you need it

Founders who prepare a complete data room before the first meeting close faster and look more credible. Organise it with numbered folders matching the sections here and name files clearly (“3.1 Audited FS FY25.pdf”).

Investors can use the same list to track what has come in, score completeness and send one consolidated request instead of piecemeal emails.

Frequently asked questions

What documents go in a startup data room?

Corporate documents, cap table and past round documents, financials, tax filings, key contracts, IP assignments, HR and ESOP documents, compliance records and the pitch deck.

Where should I host a data room?

Early-stage startups often use a well-organised Google Drive or Dropbox folder with view-only links; later rounds may use dedicated virtual data room software.

Does this tool store documents?

No. It tracks which documents exist and which are pending. Your files stay in your own drive.

Is this tool free? Do I need to sign up?

Yes. It is completely free, needs no login and has no usage limit. FastFee builds payment collection software; these startup and investor tools are free resources for founders, angels and fund managers.

Is my data private?

Yes. Everything you type stays in your own browser on this device (local storage). Nothing is uploaded to FastFee. Export or print a copy if you need to keep it.

Use it together with

Startup Due Diligence Checklist →50+ item DD checklist for Indian startups with status, notes, critical items and request list.Investment Document Register →Index every investment document with type, date, parties, storage link and expiry.

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