What to Include in Your Investor Data Room

Investor data rooms are a set of essential documents and information which you need to share with investors during due diligence. These documents include your pitch deck, your business plan as well as legal documents like non-compete agreements for employees and employee agreements. The more organized and comprehensive your investor data area is more efficient in helping you close an agreement.

Every business is different, however, the majority of businesses will have similar requirements when it comes to establishing an investor data room. We’ve created a list of the key documents and information that founders need to include in data rooms. This list will provide you with an idea of what you can include in your data room, but we are here to help you customize it. Reach out to us and let us know!

Stage 1

This stage usually happens after you’ve received a term sheet from an investor. It’s also the time to have presented your pitch deck (or an equivalent version, tailored for an investor) and is usually used as the cover page to your data room.

Investors will look at your financials and make projections based on various scenarios. They’ll also want an understanding of your business operations and revenue generation and will ask to examine your customer lists and contracts. They’ll be interested in the technology stack you have as well as any intellectual property you own.

visit here

Leave a Reply