If you’re raising Seed/Angel or Series A funds, it’s important to curate an effective Data room for investors. This virtual “room” is used to share and keep track of all of the information that an investor needs in order to make a choice about investing in your startup.
Investor presentations are the most obvious item to include in your data room for investors. This will give investors an overview of the company’s financials, its history as well as future projections. Making this information available in your investor data room is a good method to simplify the due diligence process and let investors dig into the details quickly.
It is also crucial to have all your current accounting records in your Data Room for investors. This will provide historical data for an investor to perform a discounted cash flow analysis. Additionally, a sound financial model that allows investors to examine the various assumptions and resilience of your startup’s business to market volatility is essential in any Data room available to investors. Many startups are struggling with this type of modeling and will seek an expert for help. One great tool that is being used by over 4,000 startups is Sturppy It is a user-friendly and easy financial modeling tool for founders.
Depending on your company’s stage it may be necessary to include:
