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M&A Due Diligence Checklist – Important Documents to Include in Your Investor Data Room

Investor data rooms are secure virtual spaces that businesses utilize to share sensitive data with buyers and advisors during due diligence phases of M&A deals. These rooms are typically monitored and secured to ensure that sensitive information doesn’t get into the wrong hands. The best virtual data rooms provide due diligence checklists that can be used to streamline the process of collecting documents and ensure they are collected carefully.

Documents you should include in your investor data room may differ based on the specific situation and transaction, but certain documents are required for every data room:

Legal Information: This includes documents that incorporate intellectual property registrations, as well as employee stock agreements. Also included is the cap table which breaks down ownership stakes and percentages in your company. Founders can also opt to include prior investor updates, which shows investors that they care about investor communication and transparency.

Financial Information This includes historical financial statements and projected financial statements and the assumptions, sources and the reasoning behind these projections. Founders may also include their business plan and roadmap here too.

Founders may choose to break the investor data room into sections and limit access to certain users by granting different roles. For example, a section can contain strategy documents and pitch decks which will be available to early stage investors, whereas the other section will include more detailed legal documents for more serious investors. This www.floridavdr.com/organizing-your-documents-in-the-data-room/ allows them to save valuable time by only sharing documents they require, and allows them to have greater control over the confidential information that is shared.

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