What Documents Should You Share in Your Investor Data Room?

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A data room for investors is a central repository where documents can be shared with potential investors or financial backers. It provides quick, simple and well-organized access to the documents without the need to send multiple versions through email. The data room is safe with features like expiring links and password protection, as well as watermarks and granular authorizations.

There are many documents that should be shared with prospective financial backers, from the basics such as your term sheet or capitalization table and round of investments to more in-depth due diligence information, including the most current financial statements (both historical and projected) and HR documentation such as founders resumes, employment contracts and employee stock options. Include tech-related documents like system architecture, integrations, and existing product documentation.

The more information you add the more information you include, the longer it will take investors to look over. The more details you provide more, the higher the chance that sensitive information could be manipulated or compromised. It is crucial to ensure that you are clear with limiting the amount of information you provide in order to be able to move quickly.

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