Whether you are raising Seed/Angel or Series A funds it is important to establish an effective Data room for investors. This virtual “room” that can be used to record and share all the details that investors require in order to decide whether or not to invest in your company, enables you to make that happen.
Investor presentations are the most obvious aspect to include in your data room for investors. This will give investors an overview of the company’s financial model, its history as well as future projections. Incorporating this information into your investor data room is a good method to speed up the due diligence process and allow investors to dig into the details quickly.
It is also important to have all your current accounting records in your Data room for investors. This will provide the historical information that investors require in order to perform an analysis of your cash flow discounted. In any Data room that is available to investors, a strong financial modeling that permits an analyst to analyze the assumptions and the resilience of your company to market volatility is necessary. Many startups struggle to construct this kind of model and often turn to an expert for help. One excellent tool being used by over 4,000 startups is Sturppy which is a user-friendly and easy financial modeling tool for founders.
Based on the stage of your business You may need to add other documents along with it, such as:
http://vdrdata.com/the-difference-between-investment-banking-vs-brokerage