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The first step to creating the dataroom is deciding the structure. Create a folder index for your primary folder for example “Finance,” and then create subfolders or topics in order to organize documents. This will allow buyers to quickly recognize and comprehend the most important elements of your business. Use consistent names for files to simplify navigation.
Once you’ve established the document structure, uploading your files is a breeze. Many VDRs provide bulk uploading capabilities which allow you to upload hundreds of documents in a few clicks. Smart document viewer and search tools are also useful for easy access.
It is also important to consider how you can manage access for users. It is a great idea to create groups that can be granted specific access to the documents within the group. It is simple to control what documents are looked at and for the length of time. You can even limit printing and editing of certain sensitive documents.
Throughout the fundraising process It is a good idea to send investors regular updates in the data room. This will prove that you’re meeting your goals and progressing. Updates can contain investor updates and milestone achievements, as well as new information that will be useful to the investor during due diligence. This is an important step towards speeding up time to fund and reducing friction during negotiations. You can also add an area with references to your customers and referrals to highlight your extensive customer base.