What is a data room and what documents go in it?

A data room is a secure virtual repository where investors review company documents during diligence — incorporation papers, audited financials, ITR, GST returns, contracts, cap table, ESOP grants, IP ownership and compliance certificates.

What financial metrics do early-stage investors focus on?

MRR / ARR, growth rate, gross margin, contribution margin, CAC, LTV, payback period, burn rate, runway and unit economics by cohort. Series A onwards, EBITDA and capital efficiency become central.

How does a SAFE note differ from a convertible note?

A SAFE (Simple Agreement for Future Equity) has no interest, no maturity date and converts only on a priced round. A convertible note is debt — it carries interest and a maturity date, and converts (or repays) at maturity.

Investor Readiness

Relevant for:For Startups For Founders

Investor Readiness Advisory for Startups

Walk into investor meetings with the model, metrics and data room ready. We help founders raising angel, seed or Series A capital build a defensible financial story — and survive due diligence without surprises.

Book a Free 15-min Call Contact Us

What's Included

3-year P&L, cash flow and balance sheet financial model

Cap table modelling, ESOP pool and dilution scenarios

Virtual data room setup with organised diligence pack

Pitch deck financial section review (unit economics, CAC, LTV)

Burn rate, runway and funding ask justification

Valuation benchmarking using comparable transactions

Term sheet financial clause review (anti-dilution, liquidation, ESOP top-up)

Our Process

STEP 1

Diagnostic

Review existing model, deck, books and compliance posture.

Week 1

STEP 2

Model & Cap Table

Build 3-year operating model and post-money cap table.

Week 1–2

STEP 3

Data Room

Set up structured folders and load diligence-ready documents.

Week 2

STEP 4

Pitch & Metrics

Refine pitch financials, unit economics and KPI narrative.

Week 2–3

STEP 5

Term Sheet Support

Review investor term sheets and model post-round outcomes.

On term sheet

Documents Required

Current pitch deck and existing financial model (if any)
3 years financials (audited + management accounts)
GST, TDS and ROC compliance status
Cap table, SHA, ESOP grants and outstanding convertibles
Customer contracts, MRR / ARR data and cohort retention
CAC, LTV, payback computation by channel
Outstanding term sheets / LOIs (if any)

Key Statutory References

Item	Reference
Issue of Securities	Sec. 42 & 62, Companies Act 2013
Valuation Report	Rule 11UA / Reg. valuer under Sec. 247
FDI Compliance	FEMA — FC-GPR within 30 days of allotment
ESOP Approval	Sec. 62(1)(b) — special resolution