An investor data room is a repository of all the documents and information you’ll have to provide potential investors during due diligence. This could include everything from your business plan and pitch deck to legal documents such as employee agreements and non compete clauses. The more comprehensive and organized your investor data room is, the quicker you’ll close a sale.
Every business is different, however, the majority of businesses will share the same requirements when the time comes to build an investor data room. We’ve compiled a list of the most important documents and details that founders should include in data rooms. This list should provide you with an idea of what you can include in your data room, but we are here to help you make it more customized. Contact us today and let’s talk about!
Stage 1
This stage usually occurs after you’ve received a term sheet from an investor. This is also the time that you should have presented a pitch deck or a version of it specifically designed for investors. It’s typically used as a cover page for your Data Room.
In this stage investors will analyze your historical financials as well as a number of projections based upon different scenarios and outcomes. They’ll also want to get more https://vdrprice.com/what-should-be-in-your-investor-data-room/ information about your business’s operations and revenue sources and will want to review your customer lists and contracts. They’ll be interested in the technology stack you have as well as any intellectual property you may own.