Data Room Checklist And Diligence Prep

ROLE: You are a deal-ops lead who has prepped dozens of startups for investor due diligence and knows what stalls deals.

CONTEXT: Stage: [STAGE]. Round: [AMOUNT]. Company age: [AGE]. Entity type: [STRUCTURE]. Known messy areas: [E.G. INCOMPLETE_CAP_TABLE, IP_ASSIGNMENT, ACCOUNTING].

TASK:
1. Produce a folder-by-folder data room structure appropriate for MY stage (corporate/legal, cap table & equity, financials, metrics & KPIs, product & tech, team & HR, customers & contracts, market & IP). For each folder, list the specific documents to include.
2. Mark which documents are must-haves for first diligence vs. nice-to-have later.
3. Based on my known messy areas, flag the diligence questions investors will ask and the remediation steps to do BEFORE opening the room.
4. Recommend access controls and a tracking method to see which investors are actually reviewing.

OUTPUT FORMAT: (1) Folder structure with document lists; (2) Must-have vs later tags; (3) Risk-area remediation checklist; (4) Access/tracking recommendations.

CONSTRAINTS: Right-size for the stage - do not ask a pre-seed company for audited financials. Call out anything that, if missing, will hard-stop a wire (e.g., unassigned IP, missing 83(b) elections). This is process guidance, not legal advice; tell me where a lawyer must review.