An investor data room is a compilation of all the necessary documents and information that you’ll need to communicate to potential investors during due diligence. These documents can include your pitch deck, business plan as well as legal documents like non-compete agreements for employees and employee agreements. The more organized and comprehensive your investor data area is and the more quickly you can close an agreement.

Although every company is different however, the majority of businesses will have similar needs when it comes to an investor data room. We’ve put together a list of the key documents and information that founders need to include in their data rooms. This list should provide you with an idea of what you can include in your data room, but we are here to help you modify it. Contact us and let’s discuss!

Stage 1

This stage takes place after you receive an expression sheet (or the equivalent specifically tailored for an investor) from an investor. It’s also when you must have presented your pitch deck (or an equivalent version that is tailored to an investor) and is usually used as the cover page of your data room.

In this phase, investors will virtual data room for ma want to look at your financial records from the past as well as a variety of projections based on various scenarios and outcomes. Investors will also want to know the business’s operations, revenue generation, and also review contracts and customer lists. They’ll be interested in the technology stack that you have and any intellectual property you may own.