You've a great pitching session, followed by a follow-up meeting with an VC or investor who wishes to have more specific information on your business model such as traction, financials and traction. Instead of delivering them an email with a link to a spreadsheet, you could set up a secure virtual data room and invite the person to go through it.

A data room is an online document repository that lets users access documents simultaneously from multiple locations without needing to make copies or disclose sensitive information. This is crucial during due diligence since it lowers the risk for both parties. It also allows for sharing information with outside stakeholders who might not have the same access to information as internal employees.

Start by creating the structure of your folders to meet the needs of your company or transaction. You can also utilize the search function to assist users locate files based on keywords or other attributes. Another useful feature is version control, which allows you to track changes made to individual documents in the data room. This will assist you in avoiding any confusion with users that may occur if you send them an outdated version of a document.

When you're satisfied with the folder layout, upload your files and begin the due diligence process. Make sure you give the appropriate access level to each party by adjusting access rights and viewing history in the data room settings menu. Having this information organized in a secure spot can speed up the process and increase your likelihood of closing the deal.


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