Data rooms are used to conduct due diligence during M&A transactions, fundraising or any other transaction requiring sharing of sensitive data. They provide a more secure alternative to email and file-sharing services that are free. They offer granular permissions and security features like encryption, two-factor authentication and watermarks.
The amount of information needed for a due diligence will differ depending on the scope and complexity, but it is essential that all parties have the ability to access the same documents. A central data room that has clear folder structure and standard titles for documents and an index that is master-like allows stakeholders and other interested parties to navigate and locate information. By dividing documents into subfolders which are similar will also speed up the process of reviewing.
It is important to only highlight the KPIs that are relevant and avoid filling slides with irrelevant data. The same is true for sharing non-standard data that may cause confusion for investors or mislead them about the company’s health and growth prospects.
It’s also helpful to include an overview slide at the end of each deck, which highlights the main points and conclusions you wish the audience to learn from the presentation. Investors can effortlessly switch between a closer glance at the numbers or the larger view.
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