Investor due diligence is often a long process that takes several weeks or many months. When you’re raising cash, investors might review numerous documents, plus the ability to discuss information successfully, securely, in addition to a streamlined way could actually help speed up the method. A private digital data area makes it easy for both you and your potential investor to visit the website review and discuss documents. Additionally , you can trail who has viewed your documents so that you can be sure that essential documents are not getting shared with competitors.
In a well-organized trader data place, you will want to range from the following folders:
Your newest pitch deck, term sheet and cap table. This includes the two historical financial records and potential projections (both pro-forma and actual). Also include the investor photo slides from previous fundraises.
You should highlight your company’s competitive landscape with first-hand researching the market and general population reports. This will demonstrate that you own a strong comprehension of your current market.
The people in the team are critical to the success of the business. This really is a great destination to share biographical information and your hiring approach.
If you have a whole lot of buyer references, consider including a video section wherever your potential investors can watch the customers speak about how much they love the product. This can limit your live customer benchmark calls and save you period. LPs observe materials right from many different companies each week and your paperwork should be clear and concise. Pay attention to punctuational, grammar as well as the layout of the materials.
