After a possible first conference, a VC or entrepreneur wants to confirm the information in your pitch deck and look at more gekörnt details on the business, business model, traction, and financials. To make the the majority of this prospect, consider setting up an investor info room using a solution including CapLinked. This will help to you coordinate all the relevant information in a secure electronic environment with defined web themes that match your needs. It will also make it easier for the purpose of potential traders to review them.
The most important what to include will be the following:
Shareholders will be interested in seeing every one of the historical and projection data you have in your business. They will want to measure your financial version (including discounted cash flow analysis) and your workforce. Finally, they will want to see all your IP documentation including patent filings, trademarks, and other legal paperwork https://vdrtechnology.info/is-it-safe-to-upload-sensitive-information-into-investor-data-room you will probably have.
A well-curated investor info room will incorporate your most up-to-date pitch deck, which should be focused on fit the investor youre speaking with. Additionally , it’s wise practice to have a section dedicated to legal records, customer and supplier long term contracts, intellectual asset information, researching the market, and economic performance. Several founders even go as far as to create completely different investor info rooms pertaining to various periods. This isn’t a steadfast rule, but it can be a helpful approach to decrease friction and ensure that facts is distributed only with those who require it.