25 Oct What Should Be Included in My Data Room for Investment Deal Process?
When preparing for investment due diligence many startups will be asking themselves: “What should be included in my data room?”
If you’re looking for Series A funding or even Seed/Angel financing the solution is easy www.vdrsupport.info/what-is-a-stock-market-and-how-does-it-impact-our-everyday-lives with a well-organized, user-friendly virtual deal room. This is a critical part of the due diligence procedure for investors since it guarantees that they will have an experience that is consistent with your company, and also provides detailed information on how you work.
Include operational information such as customer lists, contracts with suppliers, employee handbooks, etc. Including legal information such as incorporation documents as well as intellectual property filings and more is vital to be reviewed by investors. Investors can make informed choices after understanding your business’s market position. In addition, information on commercial matters like competitor analysis, sales figures and marketing strategies should be included in your investor data room.
You’ll want that only the appropriate parties have access to your data. To manage this, you’ll need a VDR solution that provides granular security features such as the ability to isolate members from each other and hiding the original upload date of each document. This is a great method to avoid leaking confidential information to the wrong person.
A reputable deal room also allows you to see the types of documents that have been seen and accessed, as well as when and for how long. With this information it’s possible to make an even more targeted presentation for each investor, and focus on the information most relevant to them.