How to Use SparkLaunch Data Room & Document Vault

When investors move to due diligence, they need organized access to your company documents. SparkLaunch Data Room provides secure sharing with built-in checklists.

What the Data Room Does

• Secure Storage - Encrypted document storage
• Organized Structure - Pre-built folder hierarchy
• Due Diligence Checklist - Track what you have and need
• Granular Sharing - Control who sees what
• Activity Tracking - See who viewed documents

Getting Started

Step 1: Access the Tool

Navigate to LaunchPad > Document Vault or go directly to /launchpad/document-vault.

Step 2: Upload Documents

Add your company documents organized by category:

Category	Documents
Corporate	Certificate of Incorporation, Bylaws, Cap Table
Legal	Contracts, IP assignments, Terms of Service
Financial	P&L, Balance Sheet, Projections
Product	Roadmap, Architecture, Metrics
Team	Org chart, Bios, Employment agreements

Step 3: Complete the Checklist

The due diligence checklist shows:

• Documents investors typically request
• What you have uploaded
• What is still missing

Step 4: Share with Investors

Create share links with:

• Selected documents or folders
• Time-limited access
• Download permissions

Plan Availability

Plan	Access
Free	Not available
Startup (/yr)	Not available
Growth (/yr)	Full access

Document Categories

Must-Have (Before First Investor Meeting):

• Certificate of Incorporation
• Cap table (current)
• Pitch deck
• Basic financials

Should-Have (During Due Diligence):

• All corporate documents
• Team agreements
• Customer contracts (redacted)
• Financial projections

Nice-to-Have (On Request):

• Board minutes history
• Full contract library
• Detailed technical documentation

Organizing Your Data Room

Folder Structure:

`

1. Company Overview/

   • Pitch Deck
   • Executive Summary
   • Product Demo

2. Corporate Documents/

   • Certificate of Incorporation
   • Bylaws
   • Board Resolutions

3. Cap Table & Equity/

   • Current Cap Table
   • SAFE Agreements
   • Stock Purchase Agreements

4. Financials/

   • Historical (P&L, Balance Sheet)
   • Projections

5. Legal/

   • Contracts
   • IP Documentation
   • Compliance

6. Team/

   • Org Chart
   • Founder Bios
   • Hiring Plan `

File Naming:

Use consistent, descriptive names:

• SparkLaunch_CertificateOfIncorporation_2024.pdf
• SparkLaunch_CapTable_Jan2026.xlsx

Sharing Best Practices

Staged Access:

• First meeting: Deck only
• Second meeting: Basic data room
• Due diligence: Full access

Watermarking:

For sensitive documents, enable watermarking with investor name.

Track Engagement:

See which documents investors view and for how long - indicates their focus areas.

Common Questions

Q: Can multiple investors access the data room? A: Yes, create separate share links for each with custom permissions.

Q: What file types are supported? A: PDF, Word, Excel, PowerPoint, images. PDF recommended for viewing.

Q: How do I update a document? A: Upload the new version - old versions are archived automatically.