What to Include in Your Investor Data Room

What to Include in Your Investor Data Room

An investor data room is a compilation of all the essential documents and information you’ll need provide potential investors during due diligence. These documents include your pitch deck, business plan as well as legal documents such as non-compete agreements and employee agreements. The more organized and complete your investor data room is and the more quickly you can close the deal.

Although every company is different but most will have the same requirements in an investor data room. To help with this, we’ve made a list of essential documents and other information that founders must include in their data rooms. This will give you a good idea of what you should include in your data room, but we’re here to help you customize it even further. Just reach out and let us know!

Stage 1

This is the stage where you receive a term sheet (or an equivalent version specifically tailored for an investor) from an investor. This is also when you should have prepared a pitch deck or a version made specifically for investors. It is often used as a cover page for your Data Room.

Investors will review your financials and develop projections based on different scenarios. They’ll also need to gain a better understanding of your business’s https://vdrprice.com/what-should-be-in-your-investor-data-room/ operations as well as revenue sources and will want to look over your customer lists and contracts. They’ll also be interested in your technology stack as well as any intellectual property you may have.

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