Investors have a lot to do on their plate when they’re reviewing your company. The due diligence process can be accelerated and made more efficient by having all the data in one location. The method you organize and access the data will have a big impact on their accessibility. Nobody, whether an investor or a person authorized to do so would like to spend their time sorting through irrelevant documents.
What to include in a data room for investors
There are several things you can do to make your investment data room stand out and increase your odds of getting funding. You must ensure you provide the most pertinent data, but not overwhelm or overshare.
While it is normal to include a presentation in your data room it is not the ideal place to put the most important information about your product like product roadmaps or product-market fit. You can instead include an elaborate slide that displays your plan over a certain time period and contains the most relevant details for each step.
You can also create a section in your data room to include a team biography that includes more than just your founders. This can provide a complete picture of the team’s abilities and their tenacity, value and strength as well as showing how much each person owns. This area can be used to include more professional resumes of your team members. You can also include a section for customer references to show your love for your customers.
