Investors typically have a wealth of information that they want to have access to. Some of it could be too much to fit into an elevator pitch, or it might be more specific than what you can share in your small one-pager. It’s crucial to have a data room that is able to organize all your data, regardless of its size or scope. Ultimately, this will help accelerate the due diligence process, build confidence in investors and increase your chances of closing the deal.

This includes confidential revenue projections as well as intellectual property ownership documentation for startups that are seeking funding. Investors can assess and evaluate the potential growth of a business and its value.

Include any other relevant corporate documents to this list. These can range from the legal structure and the governance of the company to employee agreements and HR documentation. For many businesses it is a vital step to ensure that investors receive the same treatment.

In addition, a lot of investors are interested in the sustainability of the company. It is therefore crucial for startups to devise an action plan for the long-term that explains how they will develop beyond their current stage.

It’s also a good idea to share regular updates to investors via the data room. This makes investors feel like they are a part of the team, which will increase their likelihood to remain connected to the startup moving forward. The use of file access analytics is particularly helpful to this end, since it provides startups with an instant view of who has been watching which dealroom platform fully automated investment management system files.