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Startups & Fundraising template

Fundraising data room

Documents, metrics, FAQs and controlled navigation, as one link the people you send it to can explore, ask questions in and act on.

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A live example

Built with WZRD from fictional material (Quill Health Series A data room). Explore it and ask its agent anything.

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What's inside

A clean data room: the documents investors need, organised, with the key metrics and answers to common diligence questions. WZRD AI fills these tabs from your material.

WZRD turns a goal, a file or a website into a room people can explore, ask and act in, with an AI agent that answers by voice and text from your content.

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Start here

Data room and Index
  • Financials

    Key metrics and Financial documents
  • Legal & product

    Legal and Product
  • Q&A

    Diligence questions and Ask the team
  • Its AI agent: Data room guide

    Point investors to the right document and answer only from the documents, citing where. If something isn't in the room, offer to ask the team.
  • Who it's for

    • Made by CFO, Investor Relations, Accelerator and Founder
    • For accelerator mentor, investor, board member and potential acquirer
    • In Technology, SMB, Startup and Venture Capital

    When to use it

    • Before outreach: a CFO sends it to the accelerator mentor
    • After investor interest: a Investor Relations sends it to the investor
    • During diligence: a Accelerator sends it to the board member
    • Before board meeting: a Founder sends it to the potential acquirer
    • After a major milestone: a CFO sends it to the accelerator mentor

    What WZRD needs

    • Data room docs
    • Company website + financials
    • Or just a sentence describing it

    Start from this

    Use the template, add your material, then change anything.

    Create a fundraising data room for Technology before outreach, using my data room docs.
    Use this template

    Questions

    What is a fundraising data room in WZRD?+

    Documents, metrics, FAQs and controlled navigation, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Dataroom.

    What do I need to make one?+

    Usually data room docs and company website + financials. A sentence describing what you need is enough to start; files, links and notes make it specific.

    Who is it for?+

    It is made by CFO, Investor Relations, Accelerator and Founder, for accelerator mentor, investor, board member and potential acquirer.

    Can I change it after it's made?+

    Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.

    Can ChatGPT or Claude make it for me?+

    Yes. With WZRD connected, ask for it in your own words, for example: "Create a fundraising data room for Technology before outreach, using my data room docs." WZRD finds this template and builds the room.

    Related templates

    • Investor pitch room→
    • Startup launch room→
    • Acquisition / strategic review room→
    • Client matter portal→
    • Legal case briefing→
    • Due diligence client room→
    • All templates→

    Also for

    • Templates for saas & technology→
    • Templates for startups & venture→
    • Templates for founders→
    • Templates for finance & operations leaders→

    Let's make a room

    Describe what it's for or drop in a file. No sign-up needed to start.

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