What to Include in Your Data Room

A data room is a virtual storage space that securely shares sensitive business data. The most common use of data rooms is during due diligence, M&A or capital raising as it helps to prevent sensitive documents from falling into the hands third parties. It makes closing deals more efficient due to the fact that it allows multiple parties to review information and make comments simultaneously. There are numerous free file sharing applications available. However, they are not designed to meet the security demands of keeping and managing confidential data. They don’t have the same amount of permissions or auditing capabilities. They also do not have the same watermarking features as a VDR.

What you include in your dataroom will differ depending on the stage of your business. There are a few important things that investors are likely to look for. These include:

1. The company’s history and growth. This could be a brief section that highlights the history of your company or a one-page summary of your product and marketing goals and key growth metrics or a more thorough section highlighting your business’s expansion trends, history and market insights, such as engagement and retention metrics for customers.

2. Organizational charts and team charts. This includes the current numbers and roles of your team members as well as their salaries and titles. This information is crucial to provide investors with this information to enable them to understand the strengths of your team and how you plan to grow your business.

The most important thing is to keep your information safe and secure by using a purpose-built data room service like Firmex. This will facilitate the process of funding and M&A much easier and safer. It will also make the process more efficient.


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