What Documents Should Be Included in an Online Data Room for Investors?

What Documents Should Be Included in an Online Data Room for Investors?

If you’re hoping to close a round of funding you must be able to show investors that you have all the elements of your company in place. This involves sharing documents that evaluate your company’s performance and strengths. A digital investor dataroom is among the best tools to accomplish this. It allows for the safe and secure transfer of sensitive information as part of the due diligence process.

But what kind of documents should be included in a data area for investors? How do you know whether you’re including too many or too few documents? Andrea Funsten is a partner at Basecamp Fund.

The answer is “It http://dataspacelab.net/how-the-legal-industry-scrambles-to-handle-project-management/ depends”. Although every business is unique however, there are a few things all founders should consider before establishing an online data room for investors.

It is recommended that you include the following documents.

1. Pitch Deck: This includes a concise summary of the company’s mission statement, product vision and competitive landscape as well as the company’s traction. It should also include a draft of the investor’s presentation and an approximate timeline of the capital raising process.

2. Financial Information: This covers both historical and projected financial statements, aswell as the sources and reasoning behind the projections. You should also include information about the legal structure of your business such as bylaws articles, business certificates, and tax information.

Some founders opt to include additional documents like executive summaries or internal reviews of the company’s performance. It is important to remember that adding additional documents may consume time and can slow down the due diligence process.

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