What to Include in Your Data Room for Investors
It is crucial to establish an Investor Data Room regardless of whether you're raising Series A or Angel/Seed funding. This virtual "room" is used to keep track of the information that investors require to make a choice about investing in your startup.
The most obvious item to include in your Data Room for investors is your investor presentation. This will give investors an overview of the company's financial model, history and projections for the future. This information can be put in your investor dataroom to streamline due diligence and allow investors to look deeper into the specifics.
It is also essential to have all of your accounting records in your data room for investors. This will provide historical data for investors to conduct an analysis of discounted cash flow. Additionally, a sound financial model that allows an investor to examine the various assumptions and the resilience of your startup's business to market volatility is crucial in any Data room for investors. Many startups have difficulty with this kind of model and ask an expert to help. One tool that is being used by over 4,000 startups is Sturppy which is an intuitive and user-friendly financial modeling platform for founders.
Based on the stage of your company it may be necessary to add other documents along with it, such as:
