Creating a Data Room for Investors

Investors want to know all they can about new ventures before investing. They will want to see everything from financials to competitor analysis and more. The more organized the founders are more organized, the easier it will be to conduct due diligence for investors. One way to help the process go more smoothly is to create a data space for investors, which contains all the necessary documents and information.

What Documents Should Be Included in an Investor Data Room?

While every startup is different however, a lot of the same documents are often required to complete a funding round. The most important documents to include in an investor dataroom are pitch decks, product plan, company bylaws, and articles of incorporation.

In addition, investors may need to read employee agreements, non compete agreements and stock option agreements. These kinds of documents are typically very sensitive, and storing them stored in a secure, easily-navigable online repository is the best way to ensure that they are only shared with reputable third parties. CapLinked’s virtual data room that comes with digital rights management features, allows users to control the manner in which a document is used. This ensures only those who require access to the document have access.

Include past updates from investors in a data room online to show potential investors that you’re transparent and will share information with them during the fundraising process. It can also help to establish trust in the process, allowing you to advance your fundraising quicker and more efficiently.

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