Investors have a lot to do on their plate when they’re looking over your company. The due diligence process can be expedited and made more efficient by having all the data in one place. The way you arrange and source the documents will have a big impact on their accessibility. Any authorized or investor wants to waste their time sorting through irrelevant documents.
What should be included in a data room for investors
There are a number of ways to make your investment data room stand out and increase your odds of getting a loan. You should ensure that you provide the most relevant information, but don’t overwhelm or overshare.
While it is typical to include presentations in your data room, it is not the ideal location to display the most important details about your product, such as product roadmaps or the product’s market fit. Instead, you could include an additional roadmap slide in your data room. It will show your roadmap over a defined time frame and provides the most pertinent details for each step.
You can also create an area on your data space for an individual biography of your team that contains more than just your founders. This will give a more complete overview of your team’s strengths, value and tenacity in addition to showing the amount that each member owns. It can also serve as a place to include more impressive resumes for your team members. You could even include an area on your customer references to demonstrate how much you value your clients.