Using a Data Room As an Investment Tool

Investors will want all documents that a startup has available to them during due diligence. This could include legal documents, customer and supplier contracts intellectual property information market research, financial performance. A virtual data room is a central location to store, manage and update this vast amount of information. It also allows you to keep track of who accesses the information and for how long.

It is important to include a PDF version of your financial model within the data room, whether you are using Sturppy to create it or some other tool. This will allow investors to confirm your assumptions and claims without having to ask you for them later.

Investors want to see your business plan, which contains an outline of your business plan and forecasts for the next three year. This will give investors a clear understanding of how you’ll grow and scale up your company.

A summary of your most important financials, highlighting the operating expenses, revenue, and capital expenditures to date as and projected future revenues and profits. This provides investors with a summary of your financials from when you began your business to today.

Although you may have already included a slide about your team in your pitch deck and investors are likely to have looked over LinkedIn profiles, a specialized section that focuses on the individual backgrounds and experiences of the founding team could help in the decision-making process. This is especially crucial if you intend to raise money from institutional investors.

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