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How to Use an Investor Info Room to Speed Up Investor Due Diligence

Investor research is often a long process that takes weeks or several weeks. When youre raising money, investors will certainly review hundreds of documents, as well as the ability to discuss information effectively, securely, and in a streamlined way can help speed up the process. A private online data place makes it easy for you and your potential investor to review and touch upon documents. Additionally , you can record who has viewed your documents so you can be sure that significant documents aren’t getting shared with competitors.

In a well-organized investor data room, you will want to range from the following files:

Your most up-to-date pitch deck, term sheet and cap stand. This includes the two historical financial records and long run projections investor data room (both pro-forma and actual). Also include your investor photo slides from past fundraises.

You should highlight your company’s competitive landscape with first-hand market research and general public reports. This will likely demonstrate that you contain a strong understanding of your current market.

The people inside your team are critical towards the success with the business. This really is a great destination to share biographical information plus your hiring technique.

If you have a lot of buyer references, consider including a video section where your potential investors can watch the customers talk about how much they love your product. This may limit your live customer research calls and save you time. LPs find out materials by many different firms each week plus your records should be apparent and concise. Pay special attention to transliteration, grammar and the layout of your materials.