Using a Data Room As an Investment Tool

Investors should scrutinise all the documentation the startup has at its available during due diligence. This includes legal documents and contracts with customers and suppliers, intellectual property data, market research, and financial performance. A virtual data room is a central place to store, organize and maintain this massive amount of data. You can also keep track of who has access to the information and how long.

It is crucial to include a download version of your financial model within the data room, regardless of whether you are using Sturppy for creating it or a different tool. This allows investors to verify assumptions and claims, without having to request them later.

The majority of investors would like to see a copy of your company’s business plan, including a roadmap and forecasts for the coming three years. It gives a clear overview of how you intend to expand and grow your company.

A summary of key financial statements that show the revenue, operating expenses and capital expenditures to date and forecasted future profits and revenue. This provides investors with a complete overview of your financials beginning from the day you first started through the present.

You may have presented a slide about the team in your pitch deck and investors will likely have checked LinkedIn profiles, a specific section to highlight the individual backgrounds and experiences of the founding team can add further weight to the decision-making process. This is especially crucial if you plan to get funding from institutional investors.

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