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Investor & Compliance Data Room

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A structured, defensible data room — built in 2 weeks — for SMBs raising capital, selling, or qualifying for enterprise contracts.

CI License: Proprietary Status: Available


Who this is for

SMB owners about to raise a round, sell the business, apply for an SBA loan, or respond to an enterprise procurement / vendor security review.

What you get

  • A complete data room (Notion, Google Drive, or Dropbox — your pick) organized to investor / acquirer / procurement standards.
  • Every document version-controlled with an index page and last-updated dates.
  • A redacted public version you can share before NDAs are signed.
  • Pre-screened answers to the 50 most common diligence questions you'll be asked.

Pricing

Tier Price What's included
Kickstart $3,500 Structure + collection plan + index, you do the doc work. 1 week.
Full Build $9,500 We drive collection + drafting Q&A + redacted version + access control. 2–3 weeks.
Concierge $1,800/mo Ongoing data room maintenance during a live raise or M&A process.

Prices are starting points. Final scope confirmed in a free 30-min discovery call. Net-15 invoicing, 50% on signing for fixed-price tiers.

See docs/pricing.md for full breakdown, payment terms, and FAQ.

Engagement timeline

  • Days 1–3 — Kickoff, structure, document inventory.
  • Days 4–10 — Collection sprints + Q&A drafting.
  • Days 11–14 — Redaction, access control, walkthrough, handoff.

Full engagement details in docs/scope.md and docs/deliverables.md.

📅 Get in touch

Book a call calendar.app.google/BOOKING-PLACEHOLDER — 30-min, free, no commitment
Email john@epochcoreqcs.com
Open an inquiry Engagement Inquiry form
Service area Charlotte / Lake Norman (in-person) · US (remote)
Hours Mon–Fri · 9 AM – 2 PM and 4 PM – 7 PM ET

How to engage

  1. Open an Engagement Inquiry — takes 2 minutes.
  2. We respond within 1 business day with a 30-min discovery call.
  3. After the call, you get a written proposal in 48 hours.

Prefer email? john@epochcoreqcs.com with subject [INQUIRY] data-room-builder.

About EpochCore

EpochCore LLC is based in Huntersville, NC, serving SMBs across the Charlotte / Lake Norman region (and remote nationally). Founder John has shipped infrastructure for quantum computing platforms, IBM Watson.x agents, and enterprise cloud — now bringing that engineering rigor to SMB consulting.

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License

This repository is proprietary and made public for marketing purposes only. See LICENSE.

About

Investor & Compliance Data Room — built in 2 weeks for SMBs raising, selling, or qualifying. Public offering page by EpochCore LLC.

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