An investor data room is a repository of all the essential documents and information you’ll need share with potential investors during due diligence. These documents include your pitch deck, business plan as well as legal documents like non-compete agreements for employees and employee agreements. The more well-organized and complete your investor data room is and the more quickly you can close a deal.
Every business is different, but many will have similar requirements when the time comes to build an investor data room. We’ve put together a list of the most important documents and details that founders should include in data rooms. This should give you a good idea of what to include in your data room however, we’re here to assist you in modifying it further. Contact us to discuss!
Stage 1
This www.vdrprice.com/the-ultimate-guide-to-virtual-boardroom-services-for-seamless-collaboration/ stage occurs after you receive an agreement sheet (or an equivalent version that is specifically designed for investors) from an investor. It’s also when you should have presented your pitch deck (or a version of it, tailored for an investor) and is usually used as the cover page of your data room.
In this phase investors will need to look at your financial records from the past along with a range of projections that are based on different scenarios and outcomes. They’ll also want more information about your business operations and revenue sources and will want to review your customer lists and contracts. They’ll be interested in the technology stack that you have and any intellectual property that you may own.