What to Include in Your Investor Data Room

Investor data rooms are a set of essential documents and information that you’ll need to give investors during due diligence. These documents include your pitch deck, business plan and legal documents such as non-compete agreements for employees and employee agreements. The more well-organized and complete your investor data room is more efficient in helping you close a deal.

While every company is unique, most will have similar requirements for an investor data room. We’ve visit this site right here compiled a list with the key documents and information that founders should include in data rooms. This list will provide you with an idea of what you can include in your data room, but we are here to help you modify it. Just reach out and let us know!

Stage 1

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

Investors will study your financials and create projections based on various scenarios. Investors will also want to learn about your business operations, revenue generation and ask to review contracts and customer lists. They’ll also be interested in your tech stack and any intellectual property that you have.