Startup fundraising · Fundraising Documents

Numbers Package

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Stage: Financial, always in data room.

Provisions

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Analysis

Documents: Audited P&L + Balance Sheet (all years); Bank statements (12-24 months); Cap table (current + post-round); MIS / monthly financial reports; Revenue breakdown by customer/product; Unit economics (CAC, LTV, payback); Financial projections (3-5 years); GST returns (12-24 months); ITR filings; TDS returns (if employees / vendors); Outstanding liabilities / loans list.

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  1. Audited P&L + Balance Sheet (all years)
  2. Bank statements (12-24 months)
  3. Cap table (current + post-round)
  4. MIS / monthly financial reports
  5. Revenue breakdown by customer/product
  6. Unit economics (CAC, LTV, payback)

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