A virtual data room is a key aspect of fundraising for a variety of startups. It lets companies share important documents to facilitate due diligence with investors without having to email an entire set of confidential documents. It is crucial that startups understand what information they must include in investor data rooms to avoid unnecessary time.
Investors may expect to be presented with a pitch deck, however, they will also need to have access to your most recent boosting investors confidence with ipo financial information (historical and projections). Investors will be looking at your business model in detail and will want to examine cash flow statements as well as investment case studies, discounted cash flow models, and discounted cash flow analyses. They will also want to review your valuation calculation and monetization strategy.
They should also examine any IP assets relevant to your business, such as trademarks, patents and other IP assets. They will also want to look through any letters of recommendations from customers or employees. In addition, they will want to see any legal agreements you have with existing customers or investors.
Once they have viewed this information, you’ll have determine who has accessed each of these documents. This is a vital aspect of any investor data room since it allows you to take the appropriate action if there are any issues with an individual’s use or disclosure of company information. A reliable VDR for investment banking will provide one view of your documents and allow you to restrict or remove access to documents if required.
