Investors will need all the documentation a startup has available during due diligence. This could include legal documents and contracts with customers as well as suppliers, intellectual property data market research, financial performance. A virtual dataroom is a central place to store, arrange and keep up-to-date all of this information. It also lets you keep an eye on who is accessing the data and for how long.
It is essential to include a printable version of your financial model within the data room, whether you are using Sturppy for creating it or another tool. This lets investors verify your assumptions and www.visualdatastorage.org/different-types-of-business-models/ claims without having to ask you for them again later.
Investors will want to review your business plan, which includes a roadmap and forecasts of the next three year. This provides a clear picture of how you intend to expand and grow the company.
A summary of the most important financial statements that show the revenue, operating expenses and capital expenditures to date, as well as the projected future revenues and profits. This gives investors an overview of your financials starting from the day you started to today.
You may have already included a slide on the founding team in your pitch deck and investors might have viewed LinkedIn profiles. A section devoted to highlighting the background and experiences of each team member can help to influence their decision. This is particularly important if you’re looking to raise funds from institutional investors.
