Investors have a lot on their minds when they’re evaluating your company. The due diligence process can be speeded up and more efficient by having all the relevant information in one place. The manner you organize and source the documents will have a significant impact on their accessibility. Any investor or authorized party would like to spend time sifting through a bunch of documents that are irrelevant.
What to include in a data room for investors
There are a variety of options you can incorporate into your investment data rooms to help your company stand out from crowd and increase the odds of your venture being funded. Ideally, you want to provide the most relevant information and taking care not to share too much or over-share or overwhelm.
For instance, even though it is commonplace to include a pitch deck in your data room, it may not be the right place for you to display the most important information about your product, like product roadmaps or product-market fit. Instead, you can include a more comprehensive slide that outlines your product’s roadmap over a particular period of time and includes the most pertinent details for each stage.
You can also include a bio section for your team in your data room that highlights more than only the founders. This will provide a greater picture of your team’s capabilities as well as their tenacity, value and strength as well as highlighting the amount each team member owns. You can use this section to provide better resumes for your team members. You can also include a section for customer references to show your love for your customers.