# A VC data room template that tells founders exactly what to upload

> Data room templates are planned for Delsivo's first release. When a deal reaches diligence, you provision a room from a VC data room template with seven folders: Corporate, Financials, Customers, Product and IP, Security, People and Round Documents. Each item has an owner, a deadline and a review state, founders see only what is requested from them, and every upload is scanned before anyone opens it.

Source: https://delsivo.com/features/data-room-templates · Updated 2026-11-06 · Planned, not available yet

## Key takeaways

- Planned for the first release. In the pilot, founders upload into scoped request slots on the deal.
- Seven standard folders, each with requested items you can edit per fund.
- Items move through Requested, Uploaded, In review, Accepted and Changes requested.
- Replacing a file keeps earlier versions for authorised reviewers.

## What is in the VC data room template

The default template follows the folders most seed diligence ends up needing. You can rename items, remove folders you never use and save your own version as the fund default.

Default folders and typical requested items

| Folder | Typical items |
| --- | --- |
| Corporate | Certificate of incorporation, constitutional documents, board minutes |
| Financials | Monthly management accounts, revenue schedule, bank statements, budget |
| Customers | Customer list with contract dates, top contracts, pipeline |
| Product and IP | Product roadmap, IP assignments, open-source use |
| Security | Security policies, past incidents, data handling summary |
| People | Org chart, key employment agreements, option pool |
| Round Documents | Cap table, term sheet drafts, prior round documents |

Items can be linked to a form question, so when a founder answers "we recognise annual prepayments monthly", the matching revenue schedule slot is already waiting. The [founder requests and forms](https://delsivo.com/features/founder-requests-and-forms) page covers the questions side.

## How a room is set up

1. From the deal, choose Create room and pick the fund template or a saved variant.
2. Assign an owner on your team and a deadline to each folder or item.
3. Optionally link an existing room the founder already shared with your fund, with their authorisation.
4. Review the requested items and send. The founder gets a branded email pointing to their workspace on your portal.
5. Founders see their outstanding items and only the folders and documents granted to their account.

## What happens when a founder uploads

- Type and size are checked, and the file is scanned for malware before preview, extraction or search.
- A suspicious file stays in quarantine and never appears in previews, search or AI answers.
- Batch upload and resume handle large sets of files.
- The item moves to Uploaded, then In review when your analyst opens it.
- Analysts accept the item or request changes with a note. Questions can be asked on the file itself.
- A replacement file, such as an updated cap table, becomes a new version. Earlier versions stay available to authorised reviewers.

Encrypted or password-protected files go to manual review, because they can't be scanned or indexed.

## How rooms connect to claims

A room file can corroborate or dispute a claim. When an analyst links a bank statement to a revenue claim, the claim can move from Founder reported to Corroborated, with the file version and page as the source. In the first release, document intelligence is designed to compare room evidence with deck and interview claims and suggest those links for review.

Sharing a room with people outside your team is covered on the [data room guest access](https://delsivo.com/features/guest-access-and-watermarks) page.

## Frequently asked questions

### Can I use my own folder structure?

Yes. The seven folders are the default. You can edit items, drop folders and save your structure as the fund template.

### Can founders see each other's rooms or my internal notes?

No. A founder sees only their own requested items and the documents granted to their account. Internal notes and decision packets are never shown to founders.

### What can I do in the pilot before rooms ship?

The pilot has scoped file requests: authenticated uploads into slots on a specific deal, scanned before access. Rooms with templates, versions and guests come in the first release.

### Does a founder pay to use the room?

No. Founders never pay for Delsivo. The fund pays for its workspace.

## Related pages

- [Secure file request for founders](https://delsivo.com/features/scoped-file-requests)
- [Data room guest access](https://delsivo.com/features/guest-access-and-watermarks)
- [Data rooms](https://delsivo.com/data-rooms)
- [Due diligence requests](https://delsivo.com/use-cases/due-diligence-requests)