Investor due diligence is often a long process www.onlinevdr.com/what-is-financial-reporting/ that takes weeks or several months. When youre raising money, investors will review hundreds of documents, and the ability to discuss information successfully, securely, in addition to a streamlined way can assist speed up the process. A private electronic data space makes it easy for you and your potential investor to review and touch upon documents. In addition , you can keep tabs on who has looked at your documents so that you can be sure that significant documents are not getting distributed to competitors.
Within a well-organized investor data bedroom, you will want to range from the following directories:
Your newest pitch deck, term sheet and cap table. This includes both historical financials and long term future projections (both pro-forma and actual). Also include your investor slideshow from earlier fundraises.
You will want to highlight the company’s competitive landscape with first-hand market research and people reports. This will demonstrate that you have got a strong knowledge of your current industry.
The people in the team happen to be critical towards the success on the business. This is a great destination to share biographical information and your hiring technique.
If you have a whole lot of consumer references, consider including a online video section in which your potential investors can watch the customers talk about how much that they love the product. This can limit your live customer guide calls and save you time. LPs watch materials out of many different companies each week as well as your papers should be obvious and concise. Pay work to spelling, grammar plus the layout of your materials.