What to Include in Your Investor Data Room

An investor data room is a repository of all the important documents and information you’ll need share with potential investors during due diligence. They could range from your business plan and pitch deck to legal documents such as employee agreements and non compete clauses. The more organized and thorough your investor data space is, the quicker you can close the deal.

While every company is unique however, many will have similar requirements in an investor data room. This is why we’ve created a list with the most important documents and information that founders should include in their data rooms. This should give you a good idea of what to include in your data room and we’re happy to help you personalize it more. Reach out and let us know!

Stage 1

This stage occurs after you receive a term sheet (or a version of it specifically tailored for an investor) from an investor. This is also the time that you should have shared a pitch deck, or a version of it that is specifically tailored for investors. It’s often used as a cover page to your Data Room.

In this phase, investors will want to review your financials from the past along with a range of projections that are based on different scenarios and outcomes. Investors will also need to understand your business operations, revenue generation, and request a review of contracts and customer lists. They’ll also be interested in your technology and any intellectual property that you have.

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