After a ensuring first conference, a VC or investor wants to validate the information in your pitch deck and look at more körnig details on the organization, business model, traction, and financials. To make the most of this opportunity, consider installing an investor data room utilizing a solution just like CapLinked. This will help to you coordinate all the relevant information within a secure online environment with defined web templates that meet your needs. It will also make this easier for the purpose of potential shareholders to review your documents.
The most important what to include are the following:
Investors will be attracted to seeing each of the historical and projection info you have with your business. They will also want to measure your financial model (including discounted cash flow analysis) and your staff. Finally, they are going to upload sensitive information into investor data room need all your IP documentation including patent filings, trademarks, and also other legal paperwork that you may have.
A well-curated investor info room includes your most recent pitch deck, which should be tailored to fit the investor youre speaking with. Additionally , it’s wise practice to have a section dedicated to legal files, customer and supplier contracts, intellectual property or home information, market research, and financial performance. Several founders also go as long as to create diverse investor data rooms to get various levels. This isn’t a steadfast guideline, but it can be a helpful way to decrease friction and ensure that info is distributed only with those who need it.