Creating a Data Room for Investors

A data room for investors is a repository online of essential documents that can be used during due diligence before the funding round, M&A transaction or other important business event. It streamlines the process by eliminating duplicate files, long email threads, and outdated versions that were sent out in error. Investors can access all the information they need through a simple-to-use dashboard.

It doesn’t matter if are raising Series A or Seed capital, establishing an investor data room is a good idea that lets entrepreneurs concentrate more on building their businesses. There are many tools and platforms that can be used to create an investor data room, however it is vital that you select one that offers a simple interface for both you and the investors who will be reviewing your documents.

The most important documents to include in your stage 1 investor data room include your company’s bylaws, articles of incorporation or business certificates, as well as Tax ID numbers. Include any market research and competitive analyses that are relevant to your industry.

Be sure to include your most recent pitch deck in the data room. This will allow investors to http://dataroomnote.com/boosting-investors-confidence-with-ipo/ quickly access the numbers and projections that you have presented during your presentation and due diligence. You might also want to include a brief investor update to provide investors with a brief overview of the progress your company has made.