Creandum's template organizes an early stage data room into seven sections: pitch deck, team, product overview, product roadmap, metrics, customer references, and financial plan. It argues the product roadmap matters as much as the current product, since investors are underwriting what the company can become, not just what already exists. For metrics, it separates consumer startups (user growth, acquisition channels, DAU/WAU/MAU engagement, monthly retention) from B2B startups (MRR growth, net revenue retention, average contract value, sales efficiency, funnel conversion rates). Where traction numbers are still thin, it recommends substituting customer references as evidence of product market fit. The financial plan section advises modeling the trailing twelve months plus the next twelve to eighteen months, pointing founders toward a Series A guide.

Founders preparing a first real fundraise get a concrete checklist of what belongs in a data room and why each section actually exists, rather than a bare list of file names. The template also flags what to leave out: inconsistent numbers across documents, prospects presented as signed customers, and competitor slides that investors can easily build for themselves. Its metrics breakdown by business model gives operators a practical reference for what to track at the seed stage, separating consumer growth signals from B2B revenue signals. Investors and associates can use the same framework as a benchmark for judging whether a founder's reporting, narrative discipline, and readiness for diligence are mature enough to support a serious seed or early Series A conversation.