Teaser
Open to any link.
Free template
Build the investor room investors can actually navigate.
Not a Drive folder with a checklist taped on top. A proven section order, access structure, and update workflow, ready to fill in and send.
The template
The actual structure, not a description of one.
| Section | What goes inside | Default access |
|---|---|---|
| Overview / Teaser | One-page summary, open to anyone with the link, before NDA. | Open |
| Company & Team | Founder backgrounds, org chart, key hires. | NDA-gated |
| Market & Product | Market sizing, product walkthrough, roadmap. | NDA-gated |
| Traction & Metrics | Revenue, growth, retention, and the metrics specific to your model. | NDA-gated |
| Financials & Model | Historicals, projections, and assumptions, watermarked. | Investor-only |
| Cap Table | Current ownership and round terms, access-gated. | Investor-only |
| Legal & Diligence | Incorporation documents, IP, contracts, gated to serious investors. | Investor-only |
| Fundraising Terms | Round size, use of funds, timeline. | NDA-gated |
When to use this template
Built for the moment materials get requested, not before.
Use this the first time an investor asks for "more information" after a first meeting. The structure is scoped for outbound fundraising specifically, lighter than a due diligence room, heavier than a pitch deck alone.
Why the structure is built this way
Sequence and access matter as much as content.
A generic checklist lists documents; it doesn't say who sees what, when. This template stages access in three tiers: the teaser open to any link, the operating detail gated behind an NDA, and cap table and legal documents visible only to investors you've explicitly granted access. Each investor gets their own tracked, personalized link, so you see exactly who opened the financial model and who's still stuck on the teaser.
Operating detail
Gated behind an NDA.
Cap table and legal
Investor-only.
From template to a live room
Using this template creates a real, working RoundOS room.
Selecting the template doesn't download a static outline to reformat by hand. It creates a live room with the section structure already built, access groups configured, and branding ready to add, the same room you'd send to your first investor today.
A filled example
See it with real content in place, not placeholder text.
The preview includes a fully filled example: a sample teaser, a sample metrics section, and a sample cap table entry, so you can see exactly what "done" looks like before you start filling in your own.
FAQ
Investor data room templates, answered.
01Is this template free to use?
Yes. Duplicating it into a RoundOS room is part of the free plan, along with branding, NDA gating, and analytics.
02Can I reorder or remove sections?
Yes. The structure is a starting point; add, remove, or reorder sections to match your specific round.
03Does each investor get the same link?
No. Each investor gets their own tracked, personalized link, so you can see individually who opened what and when, instead of one shared link with no attribution.
04What's different between this and a due diligence template?
This template is scoped for outbound fundraising, lighter and faster to fill in. The Due Diligence Data Room Template is built for the deeper document set a lead investor requests once terms are being negotiated.
05Can I update the room after investors already have access?
Yes. Add or update documents at any time, and version history keeps track of what changed and when.
Close the round.
Use the template. Send the room today.
No credit card. Live in minutes.