The Ultimate (and Simplest) Dataroom Template

Good news! You might have read about our post on what to include in a data room.

Well, now that exact template is available for download in the official Notion template database. To make your life easy, simply head over to https://www.notion.so/templates/simplest-fundraising-dataroom and start your fundraising journey today!

The dataroom consists of the same elements that we recommended in the original post:

1. General
   1. Pitch Deck
   2. Captable
   3. Investor Updates
2. Product
   1. Product Overview
   2. Technology overview
   3. Roadmap
3. Go-to-market
   1. Market overview
   2. Go-to-market strategy
   3. Competition
   4. Customer case studies
4. Financials
   1. SaaS KPIs / Customer cube
   2. Historical financials
   3. Financial model
5. Team
   1. Team overview

Best part is, it fully integrates with Notion Room. So go ahead, copy the template and integrate it with Notion Rooms today to get full page-by-page analytics, permissioned access, branded invites, data export, and much more - it only takes few minutes!