Your beginning just had a promising initial meeting with a prospective investor. They are asking for even more granular information on your business unit, traction, and financials (both historical and projected). When you may be able to promote some of this data in the pitch deck and slideshare, it’s typically easier to control these large datasets within a virtual data room with features such as expiring links, watermarking, password coverage, and granular permissions.
Your investors may wish to see your article content of use and shareholder contracts as well as virtually any contracts and employee-related documents. Including those inside your investor data bedroom will reduces costs of their homework procedure, speeding up the timeline to help them to provide you with a term sheet.
Intended for Series A and further than startups, the main folder in the investor info room will be your financials. It’s important to make sure that you have a detailed breakdown of your cost of goods sold and gross margin, and that you the profit and loss terms. Including this kind of level of financial detail will help your investors understand the levers they can draw to drive earnings growth and increase your valuation.
It’s also important to consider how the investors will be viewing and reviewing the documents within your investor data room. Help to make sure that your VDR provider offers an easy to use UI, and https://dataroomsource.com/clinked-virtual-data-room-review/ that it offers you features like short messaging and activities in the program, so that your investors don’t need to leave the viewer to communicate with you.