If you’re looking to close an investment round, you’ll need to demonstrate to investors that you have your business in order. This involves sharing documents that examine your company’s efficiency and strengths. A digital investor www.dataspacelab.net/flexibility-with-caplinked-data-room/ dataroom is among the best tools to achieve this. It allows for the secure and efficient transfer of sensitive information as part of the due diligence process.
What documents should be included in a data room designed for investors? What can you tell whether you’re putting in too many or insufficient documents? Andrea Funsten is a partner at Basecamp Fund.
The answer is «It depends». Although every business is unique however, there are a few points that entrepreneurs should be aware of before creating an online data room for investors.
Generally speaking, you should include the following documents:
1. Pitch Deck It is a high-level summary that includes the company’s thesis as well as its product vision. It also includes the competitive landscape, traction and an analysis of the competitive landscape. It should also include an investor pitch draft and a rough timeline for the capital raising process.
2. Financial Information: Included in this section are both projected and historical financial statements as well as the sources to can be used to support these projections. It is also important to provide information regarding the legal structure of your business including bylaws and articles of organization corporate certificates, and tax information.
Some founders opt to include other documents, like executive summaries and internal reviews of the company’s performance. However, it’s important be aware that these additional documents could consume time and may impede the due diligence process.