Investor-ready repository
Skill Studio AI
Data Room
Use this template to organize investor materials, corporate records, customer proof, people documents, financials, product assets, and market research before diligence begins.
Repository status
Controlled
07
core folders
42+
document prompts
Seed
raise stage
Q3
version cycle
Investor review path
Start with pitch deck, one pager, demo, and FAQ
Then validate metrics, model, cap table, and runway
Repository map
Everything our investors expect, grouped into folders.
Resources Categories
Investment
Pitch deck, one pager, demo, FAQ, awards and press.
Structure & Governance
Structure, governance, cap table and filings.
Customers & Sales
Contracts, MOUs, LOIs and testimonials.
Team
Org chart, founder bios, advisors and contracts.
Financials
Model, projections, key metrics and runway.
Product
Overview, demo, Loom walkthrough and roadmap.
Market
Research, whitepapers, articles and competitors.
Access Notes
Permissions, review order and update cadence.
Shortcuts
Quick access to all resources
Investment
5 items
Pitch deck
One pager
Demo video / Loom walkthrough
Investor FAQs
Awards and press coverage
Corporate Data & Structure
5 items
Corporate structure & governance
Memorandum & articles
Shareholder agreements, voting rights and ROFRs
Corporate org chart
Registry filings and annual returns · Incorporation documents
Customers & Sales
5 items
Customer contracts
MOUs, LOIs or other commercial commitments
Testimonials
Key references
Pipeline proof and sales collateral
Management Team
5 items
Org chart
Founder and key employee bios/CVs
Founders agreement
Employment contracts
Advisor contracts
OKRs or KPIs
Financials
5 items
Financial model and projections
Key metrics slide
Unit economics
Customer growth and retention
Revenue growth
Runway and cash position
Product
5 items
Product overview with images and descriptions
Product demo
Product Walkthrough
Product roadmap
Technical Roadmap
Product Vision
Market
5 items
Market research
Whitepapers
Key articles
Competitor analysis
Positioning notes
Market sizing and segmentation
Investor Readme
Add a short note explaining the review order, what is current, what is pending, and who to contact for access to restricted files.
Permission levels
Keep sensitive files restricted until the investor has signed an NDA or moved into deeper diligence.
Version control
Add dates to models, cap tables, and metrics. Keep a short changelog so investors know what changed.
Investor read path
Lead with story and traction, then send investors into financial, corporate, and contract evidence.