After a guaranteeing first appointment, a VC or investor wants to confirm the information in your pitch deck and look by more gekörnt details on the provider, business model, traction force, and financials. To make the the majority of this prospect, consider installing an investor info room using a solution including CapLinked. This will help to you set up all the relevant information in a secure online environment with defined templates that meet your needs. It will likewise make it easier just for potential shareholders to review them.
The most important items to include will be the following:
Investors will be interested in seeing all the historical and projection info you have on your business. They will also want to measure your financial version (including cheaper cash flow analysis) and your group. Finally, they will want to see all your IP documentation including patent filings, trademarks, and other legal paperwork you will probably have.
A well-curated investor data room will include your latest pitch deck, which should be tailored to fit the investor you’re speaking with. In addition , it’s good practice to have https://vdrtechnology.info/how-is-deal-management-software-different-from-other-solutions a section focused on legal papers, customer and supplier agreements, intellectual home information, researching the market, and fiscal performance. Several founders actually go as far as to create numerous investor data rooms meant for various levels. This isn’t a steadfast regulation, but it could be a helpful way to decrease friction and ensure that information is shared only with those who want it.