Playbooks / Startup / Fundraising
Data Room Prep
Builds and maintain the data room index: what investors expect, what exists, what's stale. Flags owners for the gaps.
How to run it
Open Startup > Fundraising > Data Room Prep in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Data Room Prep workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Build and maintain the data room index: what investors expect, what exists, what's stale. Flag owners for the gaps.
Put this workflow to work.
The Startup agent ships with this one installed. Open the demo and ask it to run the Data Room Prep workflow on something of yours.