Room templates
Start a data room from your fund's checklists, Seed, Series A and Confirmatory by default. Admins edit them in Settings, Rooms; each room then keeps its own.
When you create a data room you pick a template. It decides the starting checklist; every template adds the same folders. Open Settings → Rooms to see them all. Your fund starts with the four below; a fund admin can change them (see Edit your fund's checklists).
The templates
| Template | When to use it | What it asks for |
|---|---|---|
| Seed | Seed rounds, where you decide in days | Incorporation documents, cap table, financial model or monthly P&L, customer list or key contracts, product demo, founder references. Your team's market sizing and reference calls. |
| Series A | Series A and later | Management accounts, revenue by customer and cohorts, model and use of funds, sales pipeline, key contracts, product and architecture overview, IP assignment agreements, security policies, employment agreements, prior round documents. Your team's bottom-up sizing, customer reference calls and founder backchannels. |
| Confirmatory (after the term sheet) | After terms are agreed, before closing | Up-to-date cap table and option ledger, good standing, latest accounts and bank statements, the contracts behind the revenue claimed, IP and employment agreements, the disclosure letter draft, counsel's report. |
| Folders only | The founder keeps a room elsewhere, or counsel runs the checklist | The standard folders and no checklist. |
The deal's stage suggests a template: Confirmatory for deals at Terms or Closed, Seed otherwise.
Folders and workstreams
Every room has Corporate, Financials, Customers, Product and IP, Security, People and Round Documents, plus the team-only Fund workpapers. Each folder feeds a diligence workstream:
| Folder | Workstream |
|---|---|
| Corporate, Round Documents | Legal |
| Financials | Financials |
| Customers | Customers |
| Product and IP, Security | Product and technology |
| People | Team |
| Fund workpapers | Market |
An item's workstream comes from its folder, so moving an item to another folder moves it to that workstream. Folders you add are matched by name (a folder called "Tax returns" counts as Financials), otherwise they show as Other.
Owners and due dates
Every item starts owned by the deal owner, or by you when the deal has no owner, and due a set number of days after the room is created (7 to 14 days in the defaults). Items marked Fund work in Settings are your team's own tasks, so founders never see them when they sit in the team-only folder.
Change an item's owner or due date straight from the Checklist tab; the change can be undone from the message that appears. Add items with Add item, and remove an item without files from its panel with Remove item.
Edit your fund's checklists
Fund admins change the checklists in Settings → Rooms, under Checklists by stage. Everyone else on the team sees them read only.
- Pick a checklist's tab. Change its Name and Summary at the top.
- Use the arrows on an item to move it up or down, the pencil to edit it, or the bin to remove it (a message offers Undo).
- Add item opens a form: the item, a note for the founder, the Folder, Due, days after the room opens (leave it empty for no due date), Who provides it (From the founder or Fund work) and Optional. Items in the team-only Fund workpapers folder are always fund work.
- New checklist adds one of your own, empty or as a copy of the open one, for a kind of deal you see often (for example a healthtech seed or a follow-on). The copy button next to a checklist's name does the same. The bin next to it deletes the checklist after you confirm.
- Click Save templates. Nothing changes until you save, and Undo changes puts back what was last saved. Leaving the page with unsaved changes asks first.
Reset to defaults replaces your fund's checklists with Seed, Series A and Confirmatory as Delsivo ships them, after you confirm. Folders only is always offered and can't be edited, and the folders themselves are the same for every fund.
Saving or resetting is recorded in the fund's activity log. If another admin saved while you were editing, you're asked to reload first, so nobody overwrites anyone else's changes.
Frequently asked questions
Can we edit the templates?
Yes, if you're a fund admin: Settings → Rooms, Checklists by stage. Changes apply to rooms created after you save. To change one room's folders or checklist, do it in that room.
Does editing a checklist change rooms we already created?
No. A room copies its checklist when it's created and keeps it. Change an existing room from its Checklist tab.
Which checklist does a new room suggest if we renamed or deleted Seed or Confirmatory?
The deal's stage still suggests Confirmatory at Terms or Closed and Seed otherwise when your fund has them. If it doesn't, the first checklist in your list is suggested.
Can I switch template after creating the room?
No. Add or remove checklist items in the room instead. A deal keeps one room.
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