Pinnacle Worldwide Logistics

Using a Data Room As an Investment Tool

Investors will want all documentation a startup has available to them during due diligence. This can include legal documents, supplier and customer contracts, intellectual property information, market research and financial performance. A virtual data room is a place to store, organise and maintain this massive amount of information. It also allows you to keep an eye on who has access to the data and for how long.

It is essential to include a printable version of your financial model within the data room, whether you use Sturppy for creating it or another tool. This lets investors verify your claims and assumptions without having to ask you for them later.

The majority of investors would like to see a copy of your company’s business plan, including a roadmap and forecasts for the next three years. It gives a clear overview of how you’ll increase the size and growth of your company.

A summary of your main financials, including operating expenses, revenue and capital expenditures to date, as along with projected future revenues and profits. This provides investors with a complete picture of your finances beginning from the day you first started up to present day.

While you may already have shared a slide about the team in your pitch deck and investors may have viewed LinkedIn profiles, a dedicated section that highlights the individual backgrounds and experiences of the founding team members can help in their decision-making process. This is especially crucial if you plan to raise money from institutional investors.

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