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Using a Data Room As an Investment Tool

Data da Publicação Evandro em 28 de agosto de 2023

Investors will want all documentation that a startup has available during due diligence. This includes legal documents and contracts with customers as well as suppliers, intellectual property data market research, financial performance. A virtual data room is a central location to store, manage and keep up-to-date this huge amount of information. You can also track who has access to the information and for how long.

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

The majority of investors would like to review your business plan for your company that includes a roadmap as well as forecasts for the next three years. This provides a clear picture of how you intend to expand and grow your company.

A summary of the key financial statements that show the revenue, operating expenses and capital expenditures up to date as well as the projected future revenues and profits. This provides investors with a complete picture of your finances beginning from the day you first started up to present day.

You may have already included a slide about the founding team in your pitch deck and investors are likely to have looked at LinkedIn profiles. A section dedicated to highlighting the backgrounds and experiences of each team member can help to influence their decisions. This is especially crucial if you plan to get funding from institutional investors.

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