Using a Data Room As an Investment Tool

Investors will want to examine every document a startup has at its disposal during due diligence. This includes legal documents, supplier and customer contracts, intellectual property information, market research and financial performance. A virtual dataroom is a central place to store, manage, and update all of this information. You can also try this site track who has access to the information and how long.

No matter if you use Sturppy or another tool to create your financial model, it is worthwhile to include a printable version of your data room. This enables investors to validate your assertions and assumptions without having to ask for them again later.

Most investors will be keen to read your business plan, including a roadmap and forecasts for the next three years. This gives a clear idea of the way you intend to increase and expand your business.

A summary of your key financials, showing operating expenses, revenue and capital expenditures to date as well as projected future revenues and profits. This provides investors with a complete overview of your financials from the time you started through the present.

You may have already included a slide on the founding team in your pitch deck, and investors are likely to have looked at LinkedIn profiles. A section that focuses on the backgrounds and experiences of each team member can help to influence their decision. This is particularly important if you’re looking to raise money from institutional investors.

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