A virtual data room is an http://dataroomnote.com/what-factors-make-one-data-room-better-than-the-other/ essential aspect of fundraising for a variety of startups. It allows companies to share important documents for due diligence with investors without having to send several confidential files. It’s crucial for startups to know what they should include in their investor data rooms so that they don’t waste valuable time by putting in unnecessary details.
Investors are likely to expect to look over your pitch deck. They will also need access to the most up-to-date financial data you have (historical and projected). They’ll want to examine your business model in detail and will need to review cash flow statements as well as investment case studies and discounted cash flow analysis models. They’ll also be looking to examine your valuation calculation and monetization plan.
They should also look over any IP assets that pertain to your company, such as trademarks, patents, and other IP assets. They’ll also want to have copies of any employee or client reference letters. They’ll also need to look over any agreements you have with current customers or investors.
Once they have reviewed this information, you will have to monitor who has accessed these documents. This is an important feature of any investor data rooms since it permits you to take appropriate action if any issues arise from the disclosure by an individual of information about your company. A good investment banking VDR will provide you with one view of the activity and provide options to limit or revoke access to specific documents if needed.