Data room index builder
A good data room has an obvious structure: an investor should find the cap table or the financials without asking. This tool generates a clean folder-and-file index tailored to your deal type, the same numbered structure advisors use, so you can build a room that reads as organized and complete. Export the index, then recreate the structure in your data room. A well-indexed room signals that the company is run well, which helps you close.
- 1.1Certificate of incorporation and bylaws
- 1.2Cap table (fully diluted)
- 1.3Board and shareholder consents and minutes
- 1.4Org chart and subsidiary list
- 1.5Founder and shareholder agreements
- 2.1Historical financial statements (P&L, balance sheet, cash flow)
- 2.2Monthly management accounts (trailing 12 months)
- 2.3Financial model and projections
- 2.4Cap table and option ledger
- 2.5Debt and financing agreements
- 3.1Material contracts and amendments
- 3.2IP assignments and registrations
- 3.3Litigation and dispute history
- 3.4Regulatory licenses and permits
- 3.5Insurance policies
- 4.1Top customer contracts
- 4.2Sales pipeline and bookings
- 4.3Pricing and discount policy
- 4.4Partnership and reseller agreements
- 4.5Churn and retention data
- 5.1Architecture and tech-stack overview
- 5.2Security policies and certifications
- 5.3Product roadmap
- 5.4Open-source and third-party licenses
- 5.5Data protection and privacy records
- 6.1Employee census and compensation
- 6.2Employment and contractor agreements
- 6.3Option grants and vesting schedules
- 6.4Key-person and non-compete agreements
- 6.5Benefit plans
- 7.1Pitch deck (current)
- 7.2One-page executive summary
- 7.3Prior round documents (SAFEs, notes, term sheets)
- 7.4Use-of-funds plan
- 7.5Investor updates (recent)
How it works
- 1Choose your deal type to generate the right folder structure.
- 2Review the numbered index of folders and the documents in each.
- 3Export it, then build the same structure in Plox.
Frequently asked questions
How should a data room be organized?+
Use a numbered top-level folder structure that mirrors how diligence is conducted: corporate, financials, legal, commercial, product and technology, people, and so on. Numbering keeps the order stable and makes the room easy to navigate.
What folders does a fundraising data room need?+
Commonly: company overview and pitch, corporate and legal, financials and model, cap table, key contracts and customers, product and technology, team, and any market or traction material. This builder lays out the full set for your stage.
Can I reuse the structure for the next round?+
Yes. A well-built data room is reusable: keep it current between raises and you can reopen it for the next round or a diligence process with minimal work. Plox lets you keep the structure live and update documents in place.
Spin up this exact structure in a Plox data room
Plox is the secure way to share, track and run deals on the documents these tools help you create. Free to start.