An investor data room is a collection of all the essential documents and information that you’ll need to provide potential investors during due diligence. They could 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 room is, the quicker you can close a sale.

Although every business is unique however, the majority of businesses will have similar requirements in an investor data room. We’ve put together a list of the most important documents and data that founders must include in data rooms. This will give you an idea of what you should include in yours, but we’re here to help you tailor it further. Reach out and let us know!

Stage 1

This stage usually occurs after you’ve received a term sheet from an investor. This is also the time when you should have presented your pitch deck (or the version you have that is designed specifically for investors) and is typically used as the cover page of your data room.

In this stage, investors will want to analyze your historical financials and a variety of projections based upon different scenarios and outcomes. Investors will also need to know the business’s operations, revenue generation, and will want to review contracts and customer lists. They’ll be interested in the technology stack you have and any intellectual properties you own.