Due diligence by investors is a vital part of any investment process. The more prepared you will be, the quicker your investors will complete their assessment. A data room for investors makes the process much simpler for everyone involved.
LPs will want to see a variety of documents such as legal contracts, supplier and customer agreements intellectual property information, market research, cap table financials, and many more. A virtual data room makes it easy to share these documents with third parties, and reduces the potential for duplicated emails or old copies being sent out in error. These documents can be displayed in a well-organized, easily navigable investor datarooms to demonstrate professionalism and organization.
The investor data room is also the perfect place to save and display your presentation deck (or investor pitch) for potential investors. While the investor presentation isn’t strictly part of the due diligence supplementary data, many founders incorporate it as a way to provide context and ease the investor’s access to information they need.
Some founders use their investor data rooms to keep different information for different types of investors. For instance, some founders have an investor data room that is a “draft” information, or investor data space that they share with investors that have not yet committed and another set of documents that they share with those who are about sign a deal. This lets them limit the amount of information they share and ensures the right information is reaching the appropriate people.
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