How to Set Up a Data Room for Investors

A data room is a professional tool for document management storage, sharing and management. Cloud solutions are available from traditional providers like Quoroom, iDeals and Docsend as well as niche ones that are designed for specific industries or needs of business. A good provider will offer templates, ways to manage and sort documents easier, multi-user access using communication tools and permissions and bespoke analytics such as data tracking, watermarking to downloaded documents and much more. The right software for your needs will help you reduce risks and costs, as well as save time and money and also increase internal transparency.

When major events occur, such as mergers and acquisitions or capital raising, there is usually a large amount of information to analyze. This data may contain sensitive information that, if exposed and subsequently damaged the company that is involved. A secure data room, virtual or physical, allows interested parties to review the data without divulging confidential information or placing the deal in jeopardy.

It is crucial to remember that each business is distinct, and therefore will require distinct documentation. There are some documents that are required for all businesses. These include your Confidential Information Memorandum, your Cap Table (a breakdown of who is the owner of what percentage of the company) Board resolutions, milestones and important customer contracts. These documents will give investors a full picture of the company and help speed the process of raising funds.

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