Using a Data Room As an Investment Tool

Investors will require all documentation that a startup has available during due diligence. This includes legal documents, supplier and customer contracts, intellectual property information market research, financial performance. A virtual dataroom can be a central area to store, manage and keep up-to-date all of the information. You can also track who has access to the information and for how long.

It is crucial to include a downloadable version of your financial model in the data room, regardless of whether you use Sturppy to create it or a different software. This enables investors to validate your assertions and assumptions without having to ask for them later.

The majority of investors would like to see your company’s business plan, including a roadmap and forecasts for the coming three years. This gives you a clear picture of how you plan to grow and scale up your business.

A summary of your primary financials, which includes revenue, operating expenses and capital expenditure to date as along with projected future revenues and profits. This gives investors an overview of your financials from when you began until today.

You may have already included a slide about the founding team in your pitch deck, and investors might have viewed LinkedIn profiles. A section that highlights the backgrounds and experiences of each team member can help to influence their decision. This is particularly crucial if you plan to raise capital from institutional investors.

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