The room where diligence says yes.
When an investor asks for the data room, the raise is either won or lost in the next 48 hours. A complete room answers questions before they are emailed; an incomplete one teaches investors to hesitate.
What a raise-ready data room contains
For an acquisition raise, diligence reads across four shelves.
- Transaction: purchase agreement, valuation support, deal rationale, funding structure
- Financials: three years of statements and returns, YTD, receivables and payables aging
- Legal: entity documents, cap table, offering documents, liens and litigation
- Sponsor: bios, track record, and the model the numbers reconcile to
Due diligence packages for lenders
Debt files have their own checklist: collateral detail, DSCR support, insurance, and borrower documentation. We assemble the lender package alongside the equity room so both tracks move at once, which is how acquisition timelines actually get met.
Maintained, not just assembled
Rooms rot. Statements age out, drafts get superseded, and a stale room reads as a stalled deal. Ours stay maintained through the raise so the answer to any diligence request is a link, not a scramble.
Scope of work
Straight answers.
The questions dealmakers ask about this before they book.
Before outreach begins. Structure and packaging precede introductions; a room that exists on day one turns interest into diligence the same week.
Whether the numbers in the model reconcile with the financial statements and the deck. Consistency is the first diligence test and the most failed one.
They overlap but differ; lender files add collateral, DSCR, and insurance detail. We maintain both tracks so debt and equity can close on the same timeline.
Here is how we structure it.
Entity, offering documents, CFA-built model, data room, then debt and equity introductions. Flat fee, no percentage of your raise. Map your deal on a strategy call.