A virtual data room is an essential element of fundraising for many startups. It allows companies to share important documents with investors for due diligence without having to email them a bunch of confidential documents. However, it’s essential for startups to be aware of what they should include in their investor data rooms to ensure that they don’t waste valuable time by including unnecessary details.
Investors may expect to see a pitch deck, however, they will also need to be able to access your most recent financial data (historical and projections). They’ll want to look at the business model of your company in depth So they’ll want to review cash flow statements, investment case studies, and discounted cash flow analysis models. They’ll also likely to review your monetization strategy and valuation calculations.
They will also want to see any IP assets that are relevant to your company, such as trademarks, patents and other IP assets. They will also want have copies of any employee or client reference letters. In addition, they will be looking for any legal agreements that you have with current http://dataroomnote.com/boosting-investors-confidence-with-ipo/ customers or investors.
You’ll need to keep track of who has accessed these documents once they have been reviewed. This is a vital aspect of any investor data room because it allows you to take appropriate action when there are issues with an individual’s use or disclosure of information about your company. A great VDR for investment banking will offer you one view and permit the user to limit or revoke access to documents in the event of need.