Creating a Data Room for Investors

Investors want to know as much information as possible about startups prior to investing. Investors will want to know everything, from financials to competitor analysis and much more. The more organized the founders are more organized, the simpler it is to conduct due diligence for investors. To make the process more efficient make a dataroom available to investors with all the relevant documents and information.

What Documents Should Be Included in an Investor Data Room?

While every startup is unique, many of the same documents are usually needed to complete a fundraising round. Some of the most important documents to be included in an investor dataroom are pitch decks, a product plan, company bylaws and articles of incorporation.

Investors may also want to review stock option agreements, non-compete agreements, and employee agreements. These kinds of documents are usually extremely sensitive, and storing them stored in a secure, easily-accessible online repository is best way to ensure they are only shared with approved third parties. CapLinked’s virtual room solution that comes with digital rights management capabilities that allow users to control how a document will be used. This ensures that only those who require access to it are granted access.

Including past investor updates in an online investor data room is a excellent way to show potential supporters that you are transparent and dedicated to sharing information with them throughout the fundraising process. It will also vdr security features help establish trust in the process, allowing you to move forward with your fundraise quicker and more efficiently.