Investor Data Room Readiness Check

Fundraises stall in diligence, not in the pitch. This Actor scores how ready your data room actually is against a 60-item, 8-folder due-diligence checklist, tells you which mandatory documents are missing, which ones have gone stale, and gives you the folder index to build the room from.

No API keys, no LLM calls, no data sent anywhere. Deterministic scoring: the same status map always produces the same score.

What it does

• Scores readiness 0-100, weighted by folder and by how mandatory each item is.
• Expects different items of you depending on stage: pre-seed, seed, series-a, series-b.
• Turns on conditional items via flags: regulated sector, physical product / inventory, grants and incentives used.
• Flags every missing mandatory document — the ones that stop a diligence process rather than slow it.
• Flags stale documents: anything marked present but dated more than 90 days ago.
• Writes a folder index you can create the data room from, folder by folder, with the owner (lawyer, accountant, founder) named per item.

The eight folders: company information, financial statements, projections, customers and contracts, product and technology, team, legal and compliance, prior rounds and cap table.

Score bands: 0-49 do not open the data room yet, 50-79 partly ready, close mandatory gaps within two weeks, 80-100 ready to open to investors.

What you get

Every run writes these to the run's key-value store:

File	What it is
readiness-card.md	One-screen summary: score, band, mandatory gaps, what to fix first
report.html	Full report — every item with status, owner, why an investor asks for it
report.pdf	The same report, print-ready
checklist.xlsx	The whole checklist as a working spreadsheet
INDEX.md	The folder structure to build, ready to paste into your drive
checklist.json	Reference: every item code, title, requirement, stage and owner
data.json	Scores, counts, missing and stale item codes as structured data
input.json	The exact status map the engine used

The dataset row carries the score, band, mandatory present/total, status counts, the missing and stale item codes and the per-folder completion percentages.

Input

Tick Run with sample data for a full example run before you enter anything. That run also writes checklist.json, which lists every item code you can set — the fastest way to see the whole checklist.

Then fill Data room status. Field names and status values can be English or Turkish.

{
  "company": "Example Technology Inc.",
  "stage": "seed",
  "roundTarget": "Seed - USD 1.5M",
  "flags": {
    "regulated": false,
    "physicalProduct": false,
    "incentive": true
  },
  "statuses": {
    "01-01": {"status": "have",    "date": "2026-03-10", "note": ""},
    "01-05": {"status": "missing", "date": null,         "note": ""},
    "02-01": {"status": "have",    "date": "2026-02-28", "note": "Audited"},
    "02-04": {"status": "partial", "date": "2026-06-30", "note": "Q2 pending"},
    "03-01": {"status": "have",    "date": "2025-11-15", "note": "Needs refresh"}
  }
}

Notes:

• You do not have to list all 60 codes. Anything you omit counts as missing, so you can start with what you have and add as you go.
• status is have, partial, missing or not applicable (Turkish var, kismen, yok, uygulanamaz also work).
• date is when the document was last updated, YYYY-MM-DD. It is what staleness is measured from — leave it null if you do not know.
• stage matters: an item that only becomes expected at Series A is not counted against a pre-seed company.
• flags switch on conditional items. Set incentive: true and grant documentation is added to what you are scored on.
• Instead of the JSON field you can pass Input file URL — a public link to a JSON file with the same status map.

Report language

language: "en" or "tr". Every output — readiness card, HTML, PDF, spreadsheet, folder index — is produced in the chosen language.

Typical uses

• Founders before a raise — find out you are missing three mandatory documents now, not in week two of diligence.
• Founders during a raise — a weekly re-run showing the score climb as gaps close.
• Investors and accelerators — send it to a company and get a comparable readiness read back instead of a folder tour.
• Lawyers and accountants — a shared punch list where every item already names its owner.

Cost

The Actor is free to use; you pay only Apify platform usage for the run. A run takes roughly 15-40 seconds, most of it PDF rendering. Turn Generate PDF off for the cheapest possible run.

Limits and honesty

• It scores whether a document exists and how fresh it is, not whether it is any good. A cap table that exists and is wrong scores the same as a correct one.
• The checklist reflects common practice in early-stage venture diligence. A specific investor, a regulated sector or a cross-border round will ask for things it does not list.
• The 90-day staleness rule is a default, not a law. Articles of association do not go stale in a quarter; a pipeline forecast does.
• This is not legal advice. The owner labels (lawyer, accountant, founder) are a workflow aid, nothing more.

About

Built by Bloom Consulting, a fractional CFO practice working with startups and SMEs. The paid desktop edition adds folder scanning — point it at your existing data room and it marks items automatically — plus run-over-run progress tracking and branded templates.

• Web: bloomconsulting.com.tr
• Contact: iletisim@bloomconsulting.com.tr

Found a bug or want an item added to the checklist? Open an issue on the Actor page.