It Creates a Better Audit Record

The company can maintain a record of document activity throughout the fundraising process.

Investor Data Room Best Practices

Creating a data room is easy.

Creating a good data room requires more thought.

Use a Logical Folder Structure

For example:

1. Corporate
2. Financial
3. Fundraising
4. Legal
5. Commercial
6. Customers
7. Intellectual Property
8. Human Resources
9. Technology
10. Other

Use Consistent File Names

Avoid names such as:

Final_v3_REAL_FINAL.xlsx

Instead use clear names such as: