Many startups are faced with the question « What should I include in my data room? »

If you’re in the market for Series A funding, or even Seed/Angel funding, the solution is simple: a well-organized, easy-to-use virtual deal room. This step is an essential element of the investment due diligence process, which ensures that investors have the same experience and clear details about how your business operates.

Include operational details such as customer lists, contracts with suppliers handbooks for employees, etc. Investors must also be able to review legal documents, including incorporation documents and intellectual property filings. This lets investors fully understand your company’s place in the marketplace and make informed decisions. Your investor data room should include commercial information such as competitor analyses sales figures, competitor analyses, and marketing strategies.

You’ll want that only the authorized parties are able to access information. To manage this, you’ll need a VDR solution that offers specific http://www.vdrsupport.info/the-key-steps-of-an-investment-deal-process/ security features, such as keeping members separate from one another and masking the original upload date of each document. This is a great method to make sure that your confidential data isn’t leaked to the wrong person.

A reliable virtual deal room can also allow you to view the types of documents that have been seen, when they’ve been accessed and for the length of time. With this level of insight you can create a more targeted presentation to each investor and concentrate on the content that is most useful to them.