After a guaranteeing first meeting, a VC or investor wants to validate the information inside your pitch deck and look at more granular details on the company, business model, grip, and financials. To make the most of this chance, consider putting together an investor info room using a solution just like CapLinked. This will help you organize all the relevant information within a secure online environment with defined themes that match your needs. It will likewise make it easier pertaining to potential shareholders to review your documents.
The most important items to include would be the following:
Shareholders will be interested in seeing each of the historical and projection data you have with your business. They will also want to examine your financial unit (including reduced cash flow analysis) and your workforce. Finally, they may need all your IP documentation which include patent filings, trademarks, and other legal paperwork that you may have.
A well-curated investor info room includes your most up-to-date pitch deck, which should be tailored to fit the investor you happen to be speaking with. In addition , it’s wise practice to have a section committed to legal docs, customer and supplier contracts, intellectual property information, market research, and fiscal performance. Some founders even go as much as to create several investor info rooms pertaining to various levels. This isn’t a steadfast secret, but it could be a helpful approach to decrease rubbing and ensure that https://vdrtechnology.info/how-is-deal-management-software-different-from-other-solutions facts is distributed only with those who need it.