A virtual data room is an essential part of fundraising for a lot of startups. It allows companies to share important documents with investors to facilitate due diligence without sending them a plethora of confidential files. However, it’s important for startups to know what they should include in their investor data rooms, so that they don’t end up wasting valuable time by including unnecessary information.

Investors will likely expect to be presented with a pitch deck, however, they will also need to have access to your most recent financial data (historical and projections). They will want to study your business model thoroughly They will also want to review cash flow statements as well as investment case studies and discounted cash flow analysis models. They’ll also need to review your valuation calculations and monetization plan.

In addition to the basic financials, they’ll want to examine your IP information, including trademarks, patent filings, and other IP assets that are relevant to your business. They will also want to look through any letters of recommendations from customers or employees. Additionally, they’ll dataroomnote.com/data-room-cost-and-its-relevance-with-service/ want to see any legal agreements you have with existing clients or investors.

You will need to track who has accessed these documents once they have been viewed. This is a crucial aspect of any investor data rooms because it allows you to take the appropriate action in the event of any concerns regarding an individual’s use or disclosure of information about your company. A good VDR for investment banking will provide you with one view and permit you to restrict or revoke access to your documents when needed.