Data rooms are used for due diligence purposes in M&A transactions, fundraising or any other type of transaction that requires the sharing of sensitive information. They are a safer alternative to email and file-sharing sites that are free. They offer granular permissions and security features like encryption, two-factor authenticaiton and watermarks.
The amount of information needed in a due diligence process will depend on the complexity and size of the transaction, however it is crucial that everyone has access to the same documents. A central data room with clear folder structure, standard document titles, and a master index allows those involved in the https://ethiquedesorganisations.fr/ process and other parties to find and navigate information. Grouping similar documents together in subfolders will help speed up the process of reviewing.
During the presentation of data, it’s important to highlight the most needle-moving KPIs and not overwhelm slides with irrelevant data. This is also true for sharing non-standard analyses that could cause confusion for investors or mislead them regarding the company’s health and growth prospects.
Include a summary slide each deck to highlight the key points and conclusions that you want your audience to draw from the presentation. It allows investors to switch between a deeper dive into the numbers and the broader picture.