Data Room Ready: an Investor Data Room Kit with a Checker

Name: Data Room Ready: Investor Data Room Kit + Checker
Brand: CodeUpVik
Price: 499 INR
Availability: InStock

Build your investor data room in an afternoon, then check it: missing, out-of-date and risky files are flagged before an investor opens it. A checklist tool, not legal advice.

Good to know It checks names, dates, sizes and duplicates. It does not read inside documents, so it cannot tell whether your numbers agree; the guide lists what to check yourself. A practical checklist, not legal or tax advice: what investors require varies, so ask your lawyer.

₹499

Get it customised as per your need

About this product

A tidy, current data room makes a founder look prepared and speeds up a raise. A messy one raises questions in the middle of it. Checklists tell you what should be there; this kit also checks what actually is. Point the Data Room Check at your data room folder (a local folder, or a Google Drive, Dropbox or OneDrive folder synced to your computer). For pre-seed, seed or Series A, it reports missing documents and folders for your stage; out-of-date documents, such as a cap table, financials or KPIs older than their limit, with dates read from file names like Cap-Table_2026-09-01.xlsx; files that should not be there, such as passport or ID scans, password files, and secret or key files; and messy ones: "final_v3" names, duplicates, empty files and folders, system files, huge files, and formats investors can't open in a browser. It then writes a private report with a fix for every finding, and a clean index for investors (HTML and CSV) listing every document with its date and size. It never changes, moves, uploads or sends anything. The kit also has a nine-folder skeleton, from 00 Overview to 08 Legal and IP, each with a README of what goes inside, and a guide on how investors tend to use a data room, what goes in at each stage, red flags to fix, sharing safely, and a ten-minute monthly routine. The whole checklist is one file you can edit (stages, age limits, keywords). A practical checklist, not legal or tax advice.

What's included

The Data Room Check (checker/ with checklist.json): missing, out-of-date, should-not-be-there and messy files for pre-seed, seed or Series A, a private report with a fix for every finding, and an investor index in HTML and CSV
Data-Room-Skeleton/: nine numbered folders, 00 Overview to 08 Legal and IP, each with a README
Data-Room-Ready-Guide.pdf
START-HERE manual (PDF and text), LICENSE and CREDITS

File formats

The checker: Node.js script and one editable checklist.json
PDF guide
Folder skeleton with READMEs
Delivered as one ZIP

Works with

Node.js 18+ for the checker (free); tested on Windows with Node.js 24, not run on macOS or Linux
Any PDF reader for the guide
No account and no internet connection needed

Licence

One company's data rooms. Advisers and accelerators working on several companies: email [email protected]. Full terms are in the LICENSE file inside the download.

Questions

Does it upload or change my files?

No. It is read-only and offline: it never changes, moves, uploads or sends anything. It finds documents by words in their file names, so unusual names may need a keyword added to checklist.json.

How was it tested?

7 automated tests pass (21 September 2026): a complete seed-stage room with no findings and a messy room with 12 kinds of planted problem, each found; date reading from file names in seven formats, with no false dates from words like "Summary 2026"; the three stages; the investor index; and the command line. The tests found a real bug before release (.env secret files were not being flagged), which is fixed. Two deliberate breaks were each caught, and it was run from an unzipped copy of the download.

Is this legal advice?

No. It is a practical checklist, not legal or tax advice. What investors require varies; ask your lawyer. It is not affiliated with any investor, law firm, data-room provider or cloud-storage company.

How do I get my file?

Right after payment you see a Download button on the payment page. Each link works for 10 minutes, so save the file straight away. If a link expires, write to us with your order ID for a new one.

Can I get a refund?

Digital products are final sale. If a download does not work, email us within 7 days of purchase with your order ID and a short screen recording. We send a working file within 2 working days, or refund you in full if we cannot. Read the refund policy

Is anything shipped?

No. Every product is a digital download. Nothing physical is shipped.

Is the payment secure?

Yes. Payments in India are processed by Cashfree, and payments from outside India by PayPal, each on its own secure checkout. We never see or store your card or bank details.

Paid, but no download?

Write to us with the order ID shown on the payment page and we will sort it out. [email protected]