Data Room
47 of 54 required items final across 16 sections. Optional material is tracked separately and does not count toward completion.
Completion
87%Next to close out
- —Contractor IP assignments
- —Open source review
- —Sales tax nexus review
- —Partnership agreements
- —Process documentation
- —Reference list
- —Roadmap
Corporate
Formation, governance and ownership.
Board minutes
Legal Counsel · audited Aug 29, 2026
Bylaws
Legal Counsel · audited Aug 29, 2026
Cap table
Legal Counsel · audited Aug 29, 2026
Certificate of incorporation
Legal Counsel · audited Aug 29, 2026
Shareholder agreements
Legal Counsel · audited Aug 29, 2026
Financial
Statements, close procedure and reconciliations.
AR aging
The company CFO · audited Sep 2, 2026
ARR reconciliation
The company CFO · audited Aug 29, 2026
Cohort analysis
The company CFO · audited Sep 8, 2026
Monthly close procedure
The company CFO · audited Aug 29, 2026
Monthly financial statements (24 months)
The company CFO · audited Sep 2, 2026
Tax
Filings and exposure.
Federal tax returns
The company CFO · audited Aug 29, 2026
Sales tax nexus review
The company Founder · audited Sep 8, 2026
State tax filings
The company CFO · audited Aug 29, 2026
Legal
Disputes, obligations and regulatory position.
Litigation register
Legal Counsel · audited Aug 29, 2026
Material agreements list
Legal Counsel · audited Aug 29, 2026
Regulatory correspondence
Legal Counsel · audited Aug 29, 2026
Commercial
Revenue-producing agreements.
Customer contract inventory
Legal Counsel · audited Aug 29, 2026
Pricing schedule
The company CEO · audited Aug 29, 2026
Standard customer agreement
Legal Counsel · audited Aug 29, 2026
Customer
Base composition and durability.
Customer concentration analysis
The company CFO · audited Aug 29, 2026
Reference list
The company Founder · audited Sep 6, 2026
Retention reporting
The company CFO · audited Aug 29, 2026
Technology
How the system is built and run.
AI dependency inventory
The company CEO · audited Aug 29, 2026
Architecture overview
The company CEO · audited Aug 29, 2026
Infrastructure inventory
Internal Team · audited Aug 29, 2026
Third-party dependency list
Internal Team · audited Aug 29, 2026
Product
What the product does and who uses it.
Adoption reporting
The company CEO · audited Sep 2, 2026
Product overview
The company CEO · audited Aug 29, 2026
Roadmap
The company CEO · audited Sep 5, 2026
IP
Ownership of the asset being sold.
Contractor IP assignments
The company Founder · audited Sep 8, 2026
Employee IP assignments
Legal Counsel · audited Aug 29, 2026
Open source review
The company Founder · audited Sep 8, 2026
Trademark register
Legal Counsel · audited Aug 29, 2026
Security
Posture and evidence.
Assessment report
Internal Team · audited Aug 29, 2026
Cyber insurance certificate
The company CFO · audited Aug 29, 2026
Remediation log
Internal Team · audited Sep 2, 2026
Security policies
Internal Team · audited Aug 29, 2026
Data
Rights, privacy and retention.
Data retention policy
Legal Counsel · audited Aug 29, 2026
Data rights opinion
Legal Counsel · audited Aug 29, 2026
Privacy policy and assessment
Legal Counsel · audited Aug 29, 2026
HR
People and obligations.
Compensation summary
The company CFO · audited Aug 29, 2026
Employee roster
The company CFO · audited Sep 2, 2026
Employment agreements
Legal Counsel · audited Aug 29, 2026
Org chart
The company CEO · audited Aug 29, 2026
Insurance
Coverage in force.
Insurance schedule
The company CFO · audited Aug 29, 2026
Policy certificates
The company CFO · audited Aug 29, 2026
Operations
How the business runs day to day.
Process documentation
Internal Team · audited Sep 1, 2026
Support and SLA overview
Internal Team · audited Aug 29, 2026
Vendor list
The company CFO · audited Aug 29, 2026
Board
Governance record.
Board consents
Legal Counsel · audited Aug 29, 2026
Board deck history
The company CEO · audited Aug 29, 2026
Contracts
Everything else contractual.
Lease agreements
The company CFO · audited Aug 29, 2026
Partnership agreements
Legal Counsel · audited Sep 3, 2026
Vendor agreements
Legal Counsel · audited Aug 29, 2026