Investor Data Room: Best VDRs for Fundraising in 2026

Investors commonly want to understand the company's historical performance and future outlook.

Consider including:

• Profit and loss statements
• Balance sheets
• Cash-flow statements
• Management accounts
• Financial projections
• Budgets
• Revenue breakdowns
• Debt schedules
• Tax information

3. Fundraising History

Include relevant information about:

• Previous funding rounds
• Investors
• Share issuances
• Convertible instruments
• Options
• Warrants
• Current ownership structure

4. Legal Documents

Potentially include:

• Material contracts
• Employment agreements
• Customer agreements
• Supplier agreements
• Litigation records
• Licenses
• Regulatory documents
• Insurance

5. Intellectual Property

Depending on the company, investors may request:

• Patents
• Trademarks
• Copyright information
• IP assignments
• Software licenses
• Technology agreements