What to Include in Your Investor Data Room

Investor data rooms are a set of important documents and data which you need to share with investors during due diligence. These can range from your business plan and pitch deck to legal documents such as employee agreements and non-compete clauses. The more complete and organized your investor data area, the quicker you can close a sale.

Each business is unique however, most will have the same requirements when it comes time to create an investor data room. We’ve created a list of the most important documents and details that founders need to include in data rooms. This list will give you an idea of what you could include in your data room, but we’re here to help you further personalize it. Reach out to us and let us know!

Stage 1

This stage typically happens after receiving a term sheet from an investor. This is also when you should have prepared a pitch deck or a version of it Going Here tailored for an investor. It is typically used as a cover page to your Data Room.

Investors will look at your financials and make projections based on various scenarios. Investors will also need to know the business’s operations, revenue generation and ask to review contracts and customer lists. They’ll be interested in the technology stack that you have and any intellectual property you may own.

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