Open the data room. See which funds come back.
Overview, deck, model, cap table and legal on one page. Every partner gets their own link, so you know who opened it and who keeps coming back.
For founders raising a seed or Series A.
From Lumen Robotics
Brightline Series A data room
- Company overview3 min read
- Pitch deck16 slides
- Financial modelSheet
- Cap table and legal9 files
Book a partner meeting
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
Your data room is a shared folder with forty files and no order.
You send the same link to every fund and can't tell them apart.
Partners go quiet and you don't know if they ever opened the model.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in a fundraising data room
- 01
Overview
The one-page story.
- 02
Deck
The same one you pitched.
- 03
Model and metrics
The financial model and the numbers behind it.
- 04
Cap table and legal
Everything a lawyer will ask for.
- 05
Customer proof
References and case studies.
The prompt for Claude
ChatGPT coming soonBuild a fundraising data room in Journey for [COMPANY]'s [ROUND]. Start with a one-page overview, then the deck, the financial model, the cap table and diligence sections for legal, product and customers. Require an email before anyone can view it, and make a link for each fund in my pipeline.
Why send a fundraising data room with Journey
A partner who keeps coming back is a different signal from one who opened it once. A link per partner lets you tell them apart. For the later stages, add an NDA or an expiry date in the Journey app.
Questions
Frequently asked questions
Can I close the room after the round?
Yes. In the Journey app, set an expiry date, or turn off the links when you're done.
Can I see which partner opened it?
Yes, if each partner gets their own link. You'll see when they opened it and whether they came back.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the fundraising data room and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.