An investor data room is a collection of all the necessary documents and information you’ll need provide potential investors during due diligence. These documents could include your business plan, pitch deck and legal documents like non-compete agreements and employee agreements. The more organized and complete your investor data room is the faster you can close a deal.

While every company is unique however, the majority of businesses will have similar requirements for an investor data room. To help with this, we’ve put together a list of the most important documents and information that founders should include in their data rooms. This will give you an idea of what to include in your data room however, we’re here to help you personalize it further. Contact us and let’s discuss!

Stage 1

This stage is when you receive an expression sheet (or the equivalent that is specifically designed for investors) from an investor. It’s also when you should have shared your pitch deck (or a version of it that is specifically designed for investors) and is often used as the cover page to your data room.

Investors will look at your financials and make projections based on different scenarios. They’ll also want more information about your business’s operations and revenue generation. They’ll also want to examine your customer lists and contracts. They’ll be interested in the technology stack that you have and any intellectual property that you own.

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