A clean, organized data room investors can actually skim. Numbers, narrative, legal, and product — by section.

# Startup Fundraising Data Room

A clean, organized data room investors can actually skim. Numbers, narrative, legal, and product — by section. Built so you can update it once and ship it to multiple firms.

## What's in this Space

- **Pitch** — the deck, the one-pager, and the investor FAQ.
- **Financials** — model, metrics one-pager, P&L.
- **Customers & Pipeline** — logo list, pipeline summary, NRR cohort.
- **Product & Tech** — product overview, technical architecture, security posture.
- **Team** — bios, org chart, hiring plan.
- **Legal & Cap Table** — incorporation, IP, current cap table.
- **Inbox** — diligence requests log.

## What it's good for

- Founders running a seed or Series A round.
- Coordinating with multiple firms in parallel.
- Coming back to your data room next round and finding it still organized.

## How to get started

1. Click **Use Template**.
2. Drop your existing materials into the right folders.
3. Open **Setup Guide**.


Startup Fundraising Data Room

Build a defensible investor deck. Narrative, slide outline, supporting evidence, and a working draft — together.

# Investor Deck Workspace

Build a defensible investor deck. Narrative, slide outline, supporting evidence, and a working draft — together.

## What's in this Space

- **Narrative Brief** — the 5-line story before any slides exist.
- **Slide Outline** — slide-by-slide structure with the claim each slide makes.
- **Evidence Library** — the proof for each claim, sourced from this Space.
- **Working Draft** — the prose version of the deck the team can edit.

## What it's good for

- Founders writing a fundraising deck for the first time.
- Iterating after investor feedback.
- Re-using the structure for board decks and pitch competitions.

## How to get started

1. Click **Use Template**.
2. Fill in the **Narrative Brief**.
3. Open **Setup Guide**.


Investor Deck Workspace

Sam Okafor

Lina Reyes

Three Series B partners

A 12-slide deck for raising your next round. The AI plays the role of a partner-grade pitch coach, slide by slide.

# What Is an Investor Pitch Deck?

An investor pitch deck is the 10-to-15-slide story that a startup tells to convince a fund — or an angel, or a strategic — to wire money. The form has hardened over the last twenty years into a recognizable shape: problem, solution, market, product, traction, team, ask. Inside that shape there's enormous room for taste, and that's where most founders win or lose.

This template is the shape. The AI helps you with the taste.

## Why Build It Here, Not In Google Slides

Three reasons:

1. **The AI knows the genre.** It's read every well-known deck, and it knows the difference between "we're disrupting an $X trillion market" (bad) and "the market we're really attacking is $Y billion, and here's how" (good).
2. **The deck and the data live in the same Space.** Hand the AI your metrics sheet and it pulls the right numbers into the right slides. No more "wait, what was MRR in March again?"
3. **Version history is automatic.** Every meaningful change is saved. You can A/B different traction slides without forking the file.

## The 12 Canonical Slides

1. **Cover** — name, logo, one-line description, contact
2. **Problem** — who hurts, why now
3. **Solution** — what you do, in one screenshot
4. **Why Now** — the timing argument
5. **Market** — top-down and bottoms-up
6. **Product** — three real screens, not mockups
7. **Traction** — chart, not table
8. **Business Model** — pricing, gross margin, contract length
9. **Go-to-Market** — how you find buyers
10. **Competition** — honest map, not a 2x2 with you in the top right
11. **Team** — why this team, this problem
12. **Ask** — amount, runway, milestones, terms

## What This Template Includes

- A **Presentation** entity with twelve starter slides, each pre-titled and noted with what belongs there
- An **Operating Manual** that turns the AI into a fund-tested pitch coach
- A **Setup Guide** with a fast on-ramp

## How To Use It

1. Open the deck — it's stubbed out with twelve placeholder slides.
2. Tell the AI your company. The AI fills in a first draft.
3. Iterate slide by slide. Highlight a slide, type in chat what you want changed.
4. Ask "what would [partner name at fund] flag?" before sending it out.

## A Note on Taste

The deck is not a pitch. The pitch is what you say in the meeting. The deck exists to leave a clear, accurate artifact behind after the meeting. Keep slides simple — one idea per slide, big font, less is more.


Investor Pitch Deck

Jordan T.

Took me from a Notion doc to a real deck in two afternoons. The AI's critiques are the same critiques I got in my first partner meeting — only I got them before, not after.

Reza A.

The 'what would [partner name] flag' prompt is gold. Caught two things I would have shipped.

One canonical home for ARR, MRR, NRR, churn, gross margin, CAC payback, burn, and runway. The number you actually trust.

# SaaS Metrics Dashboard

One canonical home for ARR, MRR, NRR, churn, gross margin, CAC payback, burn, and runway. The number you actually trust — every month, every board, every investor conversation.

## What's in this Space

- **Metric Definitions** — your firm's standard definitions so finance, sales, and the board work from the same numbers.
- **Monthly Metrics Workbook** — month-by-month KPIs with sources.
- **Board Metrics Snapshot** — the monthly snapshot the board sees.

## What it's good for

- SaaS founders who want one source of truth for metrics.
- Finance and operations leads producing the board pack.
- Investors who want to know the metrics weren't massaged.

## How to get started

1. Click **Use Template**.
2. Connect Stripe (or upload a Stripe export).
3. Open **Setup Guide**.


SaaS Metrics Dashboard

Decompose churn by cohort, segment, and reason. A working analysis with an investor-grade narrative.

# Churn + Retention Analysis Package

Decompose churn by cohort, segment, and reason. A working analysis with an investor-grade narrative.

## What's in this Space

- **Churn Inputs** — the data and definitions you'll be working with.
- **Cohort Analysis Workbook** — month-of-signup cohorts, segmented by ACV tier and product line.
- **Retention Narrative** — the prose that goes into board updates and investor decks.

## What it's good for

- SaaS founders explaining a churn problem (or proving the absence of one).
- Operating teams debugging where churn comes from.
- Investors evaluating retention quality.

## How to get started

1. Click **Use Template**.
2. Connect Stripe or upload your customer data.
3. Open **Setup Guide**.


Churn + Retention Analysis Package

A monthly update that writes itself from your metrics. KPIs, wins, asks, and lowlights — every time.

# Monthly Investor Update Package

A monthly update that writes itself from your metrics. KPIs, wins, asks, and lowlights — every time. Send it for 24 straight months and your relationships will compound.

## What's in this Space

- **Update Inputs** — the recurring fields (KPIs, hires, customers, asks).
- **Update Template** — the structure used every month.
- **Investor List** — who gets the email, with notes on what each cares about.

## What it's good for

- Founders who say they want to send updates and never do.
- Founders sending updates manually who want to compress 4 hours into 30 minutes.
- Coordinating across cofounders so the update goes out reliably.

## How to get started

1. Click **Use Template**.
2. Fill in **Investor List**.
3. Tune the **Update Template** to your voice.
4. Open **Setup Guide** for the monthly cadence.


Monthly Investor Update Package

Data rooms, investor decks, monthly updates, and diligence request trackers.

Fundraising

MRR/ARR dashboards, churn analysis, cohort models, and board reporting packages.

SaaS metrics & operations

Weekly reviews, OKR tracking, and team operating documents.

Templates for Startups

Fundraising

Startup Fundraising Data Room

Investor Deck Workspace

Investor Pitch Deck

SaaS metrics & operations

SaaS Metrics Dashboard

Churn + Retention Analysis Package

Founder workflows

Startup Fundraising Data Room

Investor Deck Workspace

Monthly Investor Update Package

Frequently asked questions