Using a Data Room As an Investment Tool

Investors will want to examine all the documents that a startup has available at its disposal during due diligence. This could include legal documents and contracts with customers as well as suppliers, intellectual property information market research, financial performance. A virtual data room is a central place to store, organize and maintain this massive amount of information. It also allows you to keep an eye on who has access to the data and for how long.

It is crucial to include a PDF version of your financial model within the data room, regardless of whether you use Sturppy to create it or some other tool. This lets investors verify your claims and assumptions without having to ask for them again later.

Many investors will want to read your business plan, including a roadmap and forecasts for the coming three years. This gives a clear idea of the way you intend to increase the size and growth of your company.

A summary of your key financials, showing revenue, operating expenses and capital expenditures to date as along with projected future revenues and profits. Investors will get a comprehensive overview of your financials from the moment you began until today.

Perhaps you’ve shared a slide about the team in your pitch deck, and investors are likely to have looked over LinkedIn profiles, having a separate section to highlight the individual backgrounds and experiences of the founding team members can provide additional weight to their decision-making process. This is especially crucial if you plan to seek funding from institutional investors.

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