The data room.
Organized around the questions investors actually ask, not the document types a generic template expects. Tier 1 access unlocks folder structure and public-facing material. Tier 2 access (PIN gated) unlocks the signed documents, cap table, and counsel memos.
Two tiers. Tier 1 is a soft unlock. A name and email sets a cookie, the folder structure becomes visible, public-facing material (thesis memo, company one-pager, redacted financials) opens for inline view. The cookie persists for thirty days and is revocable.
Tier 2 is a PIN gate. The PIN is issued once we have confirmed the account is investor or admin role and a short NDA is on file. Tier 2 unlocks the signed documents, the complete cap table, the unredacted financial workbook, and the counsel memos. Every view under Tier 2 writes an audit row. Signed URLs for Tier 2 downloads expire after one hour.
Folder manifest
Eight diligence-question folders. Tier indicates the minimum access level required to view the documents inside. Counts and last-updated timestamps live on the folder detail pages and flex with every upload.
| Folder | Tier | Docs | Last updated | ||
|---|---|---|---|---|---|
| Company | Thesis memo, deck, one-pager, origin | TIER 1 | TODO(data-room) | TODO(data-room) | → |
| Financials | Model workbook, unit economics, scenario outputs | TIER 2 | TODO(data-room) | TODO(data-room) | → |
| Legal | Incorporation, cap table, SAFE template, IP assignments | TIER 2 | TODO(data-room) | TODO(data-room) | → |
| Market | TAM/SAM/SOM, category frame, competitive teardowns | TIER 1 | TODO(data-room) | TODO(data-room) | → |
| Product | Architecture, safety model, roadmap, state diagram | TIER 1 | TODO(data-room) | TODO(data-room) | → |
| Team | Founder bios, advisors, agent org chart, hiring plan | TIER 1 | TODO(data-room) | TODO(data-room) | → |
| Compliance | COPPA posture, moderation audit, data handling | TIER 2 | TODO(data-room) | TODO(data-room) | → |
| Prior raises | Closed SAFEs, investor list, prior-round terms | TIER 2 | TODO(data-room) | TODO(data-room) | → |
Tier 2 folders remain visible to Tier 1 viewers as labeled cards so they know the material exists. The documents inside do not open without the PIN. TODO(data-room): populate count and last-updated cells from crm.documents once the manifest query is wired into the content module.
Diligence questions mapped to folders
No uploads yet. Seed documents land here once the bucket receives its first file.