Template: Data Room Financials (Series A/B)

Series A and Series B fundraising moves faster than ever, and investor expectations are higher than ever. An early-stage company's data room isn't extensive, but it does need to communicate everything about your company's prospects in rows and columns.

Scale published a template for the financials in a Series A/B data room, including:

  • A checklist of the most common document requests prior to a term sheet
  • Model ARR Waterfall and related metrics
  • Model GAAP P&L and related metrics

You can access the spreadsheet here.

And be sure to read Getting to B: Running a Successful Fundraising Process, a short founder's guide to flawless execution of the critical Series B round.

Getting to B - Template for Series A-B Data Room