How do I organise folders?

Use New folder, and drag the ⋮⋮ handle to set the order investors see. Index numbers (1, 1.2 and so on) follow that order; an Owner can show them to investors under What investors see. A folder can be renamed or moved, and deleted once it's empty.

In an empty room, Use fundraising template makes the usual diligence folders, from Company Overview and Financials to Legal, Tax and Compliance. Nothing is shared until you give investors access.