equitybook
EquityBook workspace

Founder deal room built for serious diligence

Coordinate investor calls, escrow milestones, contract terms, data room status, and closing workflows from one professional transaction page.

Active round

$5.2M

Seed round · 68% committed · target close in 21 days.

Update parameters

Escrow status

$3.1M

Funds reserved across 7 investors. Two wires pending bank confirmation.

Review escrow

Conference calls

6

Upcoming calls scheduled with lead funds, legal counsel, and founder team.

Schedule call

Conference call room

Today · 3:00 PM

Lead investor diligence call

Agenda: revenue quality, customer references, use of funds, and board structure.

Open call thread
Tomorrow · 10:30 AM

Legal review with counsel

Agenda: SAFE conversion language, side letter requests, and escrow release conditions.

Fri · 1:00 PM

Founder update webinar

Group update for committed and prospective investors.

Escrow and contract parameters

Closing checklist

Data room permissions verified

Investors have the correct folder access by diligence stage.

Escrow instructions circulated

Bank details, release triggers, and wire cut-off times are documented.

Contract parameters ready for counsel

Valuation cap, discount, pro-rata, and closing conditions have been summarized.

Deal room documents

DocumentStatusOwner
Pitch deckApprovedFounder
Financial modelIn reviewCFO
Customer referencesReadySales
SAFE termsCounsel reviewLegal