Data room checklist
A readiness checklist to get your company documents organised.
Step 1: Open Data room
Tap More in the bottom bar, then Data room under My business.
Step 2: Tick off each item
Work through the checklist and download it to share.
Tips
- Do not upload documents here. Keep files in your own secure drive.
Related guides
Screenshots use demo accounts and fictional sample data; personal details are blurred. Screens may change as we improve Startup Roof.