What to Include in Your Investor Data Room

Investor data rooms are a set www.vdrprice.com/the-ultimate-guide-to-virtual-boardroom-services-for-seamless-collaboration/ of important documents and information that you must give investors during due diligence. They could range from your business plan and pitch deck to legal documents like employee agreements and non-compete clauses. The more organized and thorough your investor data space is more efficient in helping you close the deal.

Each business is unique, however, most will have the same needs when it comes time to set up an investor data room. We’ve compiled a list of the most important documents and data that founders need to include in their data rooms. This will give you an idea of what to include in your data room however, we’re here to help you personalize it more. Contact us and we’ll discuss!

Stage 1

This stage of the process usually occurs after you’ve received a term sheet from an investor. This is also the time when you should have presented a pitch deck or a version of it tailored for an investor. It is often used as a cover page to your Data Room.

In this stage investors will be looking to analyze your historical financials as well as a variety of projections that are based on different scenarios and outcomes. Investors should also be aware of your business operations, revenue generation and ask to review contracts and customer lists. They’ll be interested in your technology stack and any intellectual property that you may own.