13  Data-Room Checklist

Audience: investors (diligence). Purpose: everything a Series A diligence room should contain, so diligence doesn’t stall the round. Reference: YC Series A guide; Carta data-room guides.

13.1 Corporate

• Certificate of incorporation, bylaws, board consents
• Cap table (current + fully diluted)
• Prior financing docs (SAFEs/notes), option plan

13.2 IP & legal

• IP assignment agreements (all founders + employees + contractors)
• Trademark filings (Kav AI, KAP, the ™ taglines used in the PRD)
• Key contracts — OI.Expert LOI (../letter-of-intent/), customer agreements
• Open-source/license inventory (ties to the SBOM in PRD App F.7)

13.3 Commercial

• Customer pipeline / LOIs / reference list
• Pricing & subscription tiers (PRD App H.2)
• Pilot framework & conversion data (PRD App G)

13.4 Financial

• Financial model (link financial-model-notes.md)
• Historical financials / bank statements / burn

13.5 Product & tech

• PRD (link ../../prd/index.html)
• Architecture overview & security posture (link ../portfolio/technical/)
• Roadmap

13.6 Team

• Org chart, key-employee agreements, hiring plan