Glass Delivery Specialist

What Documents Should You Share in Your Investor Data Room?

A data room for investors is a central repository where documents can be shared with potential investors or financial backers. It provides rapid, easy and organized access to information without having to send multiple versions of the same document by email. The data room is safe with features like expiring links watermarks, password protection, watermarks, and granular permissions.

You’ll need to provide numerous documents with potential financial backers. These include the fundamentals like your termsheet, capitalization table and investment rounds, along with more detailed due diligence information such as the most current financial statements (both historic and projected), and documents related to human resources, like founders’ resumes along with employment agreements and employee stock option plans. You should also include any technology-related documents including integrations, system architecture, and any existing product documentation.

The more information you include the more information, the longer it will take investors to go through. The more information you include more, the higher the chance that sensitive information could be misused or compromised. It is important to ensure that you are clear by limiting the amount of information you share to move forward quickly.

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