Investors have a lot to do on their plates when they’re reviewing your company. Having all the data together can speed up the due diligence process and make it more efficient. However, the method you collect and organize the files can have a major effect on how easy they are to navigate. No investor or authorised party wants to sift through a pile of documents that are irrelevant.
What should be included in an investor data room
There are many ways to make your investment data room stand out and increase the likelihood of getting a loan. In general, you should provide the most relevant information, while being mindful not to over-share or over-saturate.
Although it is standard to include an informational slide in your data room, it may not be a good spot to place the most important details about your product like product roadmaps or market fit. Instead, you should include an additional map slide in your data room, which outlines your product’s roadmap over a predetermined time period and includes the most relevant information for each step.
You can also create a bio section for your team in your data room that focuses on more than only your founders. This will give a complete picture of the team’s abilities, value and tenacity and also show the amount each member owns. It can also serve as a place to include more impressive resumes for your team members, and perhaps include an area on your customer references to demonstrate how much you value your customers.