What to Include in Your Data Room for Investors

It’s important that you create an Investor Data Room regardless of whether you’re seeking Seed/Angel funding or Series A funding. This virtual ”room”, which is used to keep track of and share all the information an investor requires in order to make a decision to invest in your venture, enables you to do just that.

The most obvious thing to include in your Data Room for investors is your investor presentation. It will provide investors with an overview of the business’s financial model, past and projections for the future. Include this information in your investor data room is an effective method of streamlining http://vdrdata.com/the-difference-between-investment-banking-vs-brokerage/ the due diligence process and allow investors to dig into the details quickly.

It is also crucial to have all of your current financial records in your Data room for investors. This will give historical information to allow investors to conduct an analysis of discounted cash flow. In any Data Room for investors, a sound financial model that allows an analyst to look at the assumptions and resilience of your business to market volatility is vital. Many startups have difficulty with this kind of model and consult an expert for help. Sturppy is an online financial modeling platform that is intuitive and easy to use. It is used by more than four hundred startups.

Based on the stage of your company You may need to include additional documentation as well such as: