Using a Data Room As an Investment Tool

Investors will want all documents that a startup has at their disposal during due diligence. This data room as an investment can include legal documents, customer and supplier contracts Intellectual property information as well as market research and financial performance. A virtual dataroom is a central place to store, manage and keep up-to-date all of the information. You can also keep track of who has accessed the information and for how long.

If you are using Sturppy or another software to create your financial model, it’s important to include a download version of it in the data room. This will allow investors to confirm the validity of their assumptions and claims without needing to request them in the future.

Investors will want to review your business plan, which contains an outline of your business plan and forecasts for the next three year. This gives a clear understanding of how you intend to scale up and grow the company.

A summary of the key financials that include the revenue, operating expenses and capital expenditures to date, as well as the projected future revenues and profits. Investors will get a comprehensive overview of your financials from the moment you started to today.

Although you may have already presented a slide on the team in your pitch deck, and investors may have already viewed LinkedIn profiles, having a separate section that highlights the individual backgrounds and experiences of the founding team members can add further weight to their decision-making process. This is particularly crucial if you plan to solicit funds from institutional investors.

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