Establishing a dataroom is crucial if you are in the early stages and wish to demonstrate to investors the potential of your business. Our experience shows that the companies who secure investment have a well-organized data room and a compelling presentation deck.
The most important aspect of creating a Data Room is to arrange the folders and documents in a way that buyers can easily comprehend what they are looking at. This includes creating an index, or table of contents that defines the primary folders in your data room (such as “Finance” and “Marketing”). Within these sections, you’ll want to create subfolders that organize your documents by subject. This will help buyers find the information they require and speed up the due diligence process.
You’ll want to include a section that focuses on your current customers and references. This will help investors get to know the number of customers you have and how you’ve made progress in the market.
Invite users to join your data room once you have completed the structure. You can do this through the User Management section of the Manage your data room page. Secure virtual datarooms have permission settings that are granular that allow you to invite users with specific access permission to access documents. This is a major benefit over physical datarooms that require all guests to be present at the same moment and are only accessible during office hours.