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Title
Who
James Fraser
Angelina Fernandez
Leah Ekbladh
Sharon Batamuriza
Michael Bontyes
Alka Chaudhary
Other / Add new name
Importance
Very Important
Important
Less Important
Very Important
— foundational or repeatedly referenced.
Important
— useful operating material to keep easy to find.
Less Important
— worth keeping, but not core.
Category
Raise Capital
Deploy Capital
Operations — Finance
Operations — HR
Governance
Programs
Ecosystem
Other
Document type
Investment Committee Proposal
Due Diligence Report
Term Sheet
Investor Report / Update
Pitch Deck
Financial Model / Projections
Board Meeting Materials
Legal Agreement / Contract
Strategic Plan
Impact Report
Brand Guidelines
Program / Project Document
Policy Document
Meeting Notes / Minutes
Correspondence / Letter
Partner Related Information
Other
Stage
Draft
Under Review
Final / Approved
Executed / Signed
Superseded
Archive
Other / N/A
Primary entity (company / fund)
For IC proposals, DD reports, term sheets, investor reports, pitch decks, and impact reports, the primary entity is usually required.
Description
Why it matters
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