What to Include in a Data Room for Investors


Investors have plenty on their minds when they’re evaluating your company. The fact that all the information is in one place can speed up the due diligence process and help make it more efficient. The way you organize and access the data will have a big impact on their accessibility. Nobody, whether an investor or authorised person, is looking to spend hours sorting through a pile of documents that are irrelevant.

What should be included in an investor data room?

There are a variety of ways to make your investment data room stand out and increase the likelihood of being funded. It is ideal to provide the most relevant information while making sure not to overload or over-share or overwhelm.

While it is normal to include an informational slide in your data room it may not be a good place to put the most important information about your product such as product roadmaps and product-market fit. Instead, you could include an additional slide that shows your roadmap over a particular timeframe and includes all the relevant information for each stage.

You can also create a section in your data room to include an individual biography of your team that contains more than your founders. This will give a complete image of the team’s skills determination, value and commitment and show how much each person owns. You can use this section to provide better resumes for your team members. You can also include a section of references from customers to demonstrate your appreciation for your customers.

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