Data Room Preparation
Make sure your data room doesn’t slow down your next raise. We personally review where you’re at and fill in the gaps for you.
What Our Customers Are Saying
“Working with Na’ama was invaluable. She cut through the noise, helping me clarify my founder story and align our narrative, especially in a complex AI landscape. Her feedback sharpened both my ‘why’ and our direction – leading to a stronger pitch and a successful meeting. “
Bisi Obateru
Founder & CEO at JustiGuide
The Challenge
Most founders spend weeks putting together their data room materials and often don’t know what they need to cover for their stage / company. A partially built out model that doesn’t match your pitch deck can slow down or kill a deal.
We review your current data room and rectify it for you — so you can focus on investor pitches and raising your round.
Process Overview
One Hour Session
A focused review of your data room — benchmarked against what investors at your stage actually expect to see. We go through your data room, financial documentation, legal foundation, and cap table together. After the call we fill in the gaps and give you the final data room for your raise.
- Pre-call:Collect company stage, fundraising history, and document inventory to focus on your specific gaps.
- Book call:Select the time that works best for you
- Analysis:Waya reviews your materials against the stage-appropriate data room checklist and matches you with an expert from our network.
- Call: We walk through your data room gap-by-gap: what exists, what’s missing, what's stale, and then guide you on how to close the delta.
- Follow up: We build and update your data room docs so it's fully ready to close your deal.
What Your Data Room Needs, By Stage
Every fundraising stage has different expectations. We calibrate your data room to what your next round demands.
- Seed / Pre Series A:Its all about the story and the problem you are solving. Focus: can you articulate a compelling narrative and is everything legally in place.
- Series A:Investors are validating that product-market fit is proven and that business is ready to scale. Focus: full financial history, unit economics, customer concentration and corporate governance.
- Series B:Given capital, how quickly can your company become the market leader? Focus: market dynamics, details cohort economics, audited financials, regulator compliance, and full IP and contract portfolios.
Investors don't just run due diligence on your product. They run it on your organization.
A clean data room signals operational maturity. A messy one tells investors everything about how you run your company — before you’ve even pitched.
Frequently Asked Questions
Everything you need to know about working with Waya
What is Data Room Preparation?
It’s a one-hour working session where we review your data room against what investors expect at your current stage – across storytelling, financial documentation, data room structure, legal foundation, and cap table. After the call, we fill in the gaps and deliver the final data room for your raise.
What stage should I be at to book a Data Room Preparation Session?
If you’re planning to raise in the next 1–6 months — or if you just closed a round and want to maintain your data room so the next raise isn’t another scramble — this is for you. We calibrate to your stage, from Seed through Series B+.
What if I don't have a data room yet?
That’s exactly when you should book a session. Starting to prepare your data room a few months before a raise is dramatically better than scrambling from scratch when an investor sends a DD request list while you’re still pitching.
How is this different from the Operations Audit?
The Operations Audit diagnoses the key constraint holding back your business operations. Data Room Preparation targets what investors need to see — and what’s missing, stale, or broken in your fundraising materials and corporate documentation. Most founders benefit from both.
What stage companies can you help?
We work with companies from the early stage through growth.
Our Scale Up and Radical Change programs are better fit for companies who have product-market-fit and are at an important inflection point such as scaling or pivoting.
Our Operations Audit and Data Room Preparation can be tailored to companies of all stages
Do we have to be a US based company to work with you?
No, our system works for companies in any region.
Does my company have to be a tech startup?
Waya works with technology companies as well as physical-world companies. You can be the founder of a tech startup, a non-profit organization or a physical-world business. We are particularly effective for organizations that have high level of complexity, like supply chain, healthcare and logistics.
Learn more about our Fundraising Readiness Audit
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