Using a Data Room As an Investment Tool

Investors will want to examine every document startups have at their available during due diligence. This could include legal documents, customer and supplier contracts intellectual property information as well as market research and financial performance. A virtual data room is a central location to store, organise and update this vast amount of information. You can also keep track of who has accessed the data and how long.

Whether you use Sturppy or another software to build your financial model, it’s worth including a downloadable version of it in the data room. This allows investors to verify your claims and assumptions without having to ask for them again in the future.

Investors are likely to see a copy of the business plan of your company which includes a road map and forecasts for the next three years. This gives investors a clear understanding of how you intend to increase and expand your company.

A summary of your key financials, which includes the operating expenses, revenue, and capital expenditure to date as along with projected future revenues and profits. This provides investors with a comprehensive picture of your finances from the time you started up to present day.

You may have included a slide on the founding team in your pitch deck, and investors may have viewed LinkedIn profiles. However, a section that focuses on the backgrounds and experiences of each member is a great way to influence their decisions. This is particularly important if you are looking to raise from institutional investors.

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