What to Include in Your Investor Data Room

Investor data rooms are a compilation of essential documents and information that you must share with investors during due diligence. These documents could include your business plan, pitch deck as well as legal documents like non-compete agreements for employees and employee agreements. The more thorough and organized your investor data area, the quicker you’ll close a deal.

Every business is unique, however, most will share the same requirements when it comes to establishing an investor data room. We’ve compiled a list of the most important documents and details that founders must include in their data rooms. This list should provide you with an idea of what you can include in your data room, but we’re here to help you customize it. Contact us today and let’s talk about!

Stage 1

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

In this stage investors will examine your financial statements from the past as well as a number of projections based on different scenarios and outcomes. Investors should also learn about your business operations, revenue generation, and also review contracts and customer lists. They’ll be interested in the technology stack that you have and any intellectual property that you might have.


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