Creating a Data Room for Investors

Investors want to get as much information as possible about startups prior to investing. Investors want to know everything, from financials to competitor analyses and more. The more organized the founders are the more easy it is to conduct due diligence for investors. To help speed up the process you should create a dataroom for investors, containing all the necessary documents and details.

What documents should be included in an investor data room?

Although every startup is different but many of the same documents are typically required to complete a fundraising round. Some examples of the most important documents that must be included in an investor data room are strategy documents, pitch decks, product plans, as well as company bylaws, or articles of organization.

In addition, investors may require a review of employee agreements, non-compete agreements and stock option contracts. These documents are usually sensitive and should be stored to store them in a easily accessible secure online repository. This will ensure that they are only shared with qualified third parties. Using a virtual data room solution like CapLinked’s, which has digital rights management capabilities allows users to control precisely what information is used, and ensure that only those who require access to it have access.

Including past investor updates in an online investor data room is another effective way to demonstrate to potential donors that you are transparent and dedicated to sharing information with them throughout the fundraising process. It can also build trust, allowing you move ahead with your fundraising.

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