An investor data room is a collection of all the essential documents and information that you’ll need to give potential investors during due diligence. These documents can include your pitch deck, your business plan as well as legal documents such as employee agreements and non-compete clauses. The more organized and comprehensive your investor data room, the faster you can close a sale.
Although every company is different however, many will have similar requirements when it comes to an investor data room. This is why we’ve put together a list of the most important documents and information founders should include in their data rooms. This will give you an idea of what you should include in yours but we’re here help you tailor it further. Contact us to discuss!
Stage 1
This stage is when you receive a term sheet (or an alternative version that is specifically designed for investors) from an investor. It’s also when you must have shared your pitch deck (or an equivalent version that is designed specifically for investors) and is often used as the cover page of your data room.
Investors will look at your financials, and make projections based on various scenarios. They’ll also want more information about your business’s operations and revenue sources and will want to review your customer lists as well as contracts. They’ll be interested in the technology stack you’ve got as well as any intellectual property you might own.
