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4th Turning Strategy

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The Data Room Index & Checklist

The complete data-room structure and document checklist investors expect from an AI company — folder by folder, with what they look for in each.

A well-built data room does not just survive diligence; it shortens it. This index gives you the exact folders, the exact documents, and what investors are actually looking for when they open each one.

What's inside

  1. 01The data room is your second pitch
  2. 02Data-room principles: what to share, and when
  3. 03Corporate and legal
  4. 04Cap table and financing
  5. 05Financials and model
  6. 06Product and technology
  7. 07AI, data, and IP
  8. 08Commercial
  9. 09Team and HR
  10. 10Governance, risk, and compliance
  11. 11Keep the room living, not frozen

Includes 5 cited references and worked examples, written in plain language you can act on.

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