Data room template

Startup data room template and investor request tracker

Start with a practical folder structure, assign each record an owner and status, and track what has been approved for sharing.

Quick answer

The free SparkLaunch CSV gives founders a starting structure for company records and investor requests, including owner, status, sensitivity, canonical source, approved shared version, target date, and review notes.

Download the template

Open the CSV in a spreadsheet, replace the example rows, and use one row for each canonical record or investor request.

Download CSV template

This template is a starting structure, not a determination that a data room is complete, legally compliant, investor-ready, or safe to share. Confirm the requested scope and sensitive-document access with qualified legal, tax, security, or financial professionals as appropriate.

00 Request tracker and room index

Investor or reviewer
request and purpose
record owner
status and target date
approved shared version

01 Company and governance

Formation records
bylaws
board and stockholder approvals
good-standing records
policy register

02 Equity and financing

Cap table
founder stock records
SAFEs and notes
option records
financing approvals

03 Financial and tax

Financial statements
banking summaries
tax filings
budgets and forecasts
material liabilities

04 People, IP, product, and security

Team agreements
IP assignments
product roadmap
security evidence
material vendor records

05 Commercial and fundraising

Customer evidence
material contracts
metrics definitions
pitch materials
investor updates

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