Should I use DocSend for the deck too?

Yes — the view analytics tell you who forwarded to the partnership.

What belongs in the data room?

Cap table, model, cohorts, customer refs, IP, employment agreements, prior board decks.

When to send a full data room vs a deck only — diligence sequencing, security, and how top VCs actually consume material.

Send the data room too early and you look desperate. Send it too late and you stall diligence. The right moment is after the second partner meeting.

First and second meetings. Keep the deck under 14 slides, tell the story, invite questions. No financials attached.

After the fund confirms interest. Include cap table, financial model, cohort data, customer references, IP docs, and past board decks.

Use DocSend or a purpose-built room with view analytics, watermarking, and per-fund access. Never share raw Drive folders.

Should I use DocSend for the deck too?: Yes — the view analytics tell you who forwarded to the partnership.
What belongs in the data room?: Cap table, model, cohorts, customer refs, IP, employment agreements, prior board decks.