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A data room is an instrument that facilitates due diligence during an important financial transaction such as a sale of a company, a venture capital round or an initial public offering (IPO). By storing all important documents in the virtual environment, businesses can ensure that only the information needed by third parties is accessible and that sensitive information is secured from disclosure by unauthorized parties.

When building an investor data room, the founders may choose to arrange files using a bottom-up or top-down approach. The first method involves creating main folders corresponding to certain kinds of information like department, project stage or department. Subfolders also divide files into simple to navigate structures. The latter is a more effective solution that allows users to access data by simply clicking on a name of the document or picture.

The most common documents that will be found in an investor’s data room are an investor pitch deck and a one-page overview of the company, and a comprehensive market overview, including competitors’ analysis and customer references. It is also beneficial for founders to include an overview of the current roles of the team and the compensation they will receive.

Include a section highlighting the past and/or future financial performance of your company. The financials should be concise and clear, backed by reliable sources and reasonable assumptions. Founders can include a competitor matrix or a product development roadmap, as well as other legal documents that are relevant to the fundraising process. A section on the marketing and branding strategy of the company could be helpful.