What should I include in my data room

This article should help you to understand what you should add to your data room

Data rooms are the culmination of a fundraise, diligence, or M&A event. They combine all of the documents, data, and resources that an investor will use to evaluate a company. The folders we recommend including are:

  • Overview Folder and Documents
  • Financials and Cap Table
  • Market Data and Research
  • Incorporation Docs
  • Team and Stakeholders
  • Past Investor Updates
  • Customer References
  • Marketing Materials
  • Product

This blog post should have more specific information for you as to what is essential to include within these folders.

Have questions when building out your data room? Please reach out. Our team is happy to help.