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
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.