Virtual data rooms are a crucial element in raising funds for many startups. It allows companies to share important documents needed for due diligence with investors without having to send a bunch confidential documents. It’s crucial for startups to be aware of what they should include in their investor data rooms to ensure that they don’t end up wasting valuable time by including unnecessary details.
Investors are likely to be able to view your pitch deck. They will also want access to the most up-to-date financial data you have (historical and projected). Investors will want to look at your business model in depth which is why they’ll examine cash flow statements along with investment http://dataroomnote.com/ case studies, discounted cash flow models, and discounted cash flow analyses. They’ll also be looking to review your valuation calculations and monetization strategy.
In addition, to the basic financials, they will want to look over your IP information including trademarks, patents, and other IP assets that are relevant to your business. They will also want to examine any letters of recommendation from employees or customers. They will also want to see any legal agreements you have with current customers or investors.
You will need to track who has accessed these documents after they are reviewed. This is a crucial aspect of any investor data rooms because it will enable you to take the appropriate actions when there are concerns with an individual’s use or disclosure of information about your company. A great VDR for investment banking will provide one view of your documents and allow you to limit or revoke access to your documents when needed.