Templates
Venture Capital
Investor Data Room Checklist
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Investor Data Room Checklist

1
Gather Company Basic Information
2
Compile Financial Statements
3
Prepare Comprehensive Business Plan
4
Prepare Valuation Report
5
Approval: Valuation Report
6
Compile Term Sheets and Contracts
7
Prepare Investor Presentation
8
Compile Company Management and Ownership Information
9
Collect Market Research Reports
10
Compile Regulatory and Compliance Documents
11
Prepare Intellectual Property Documentation
12
Compile Customer and Supplier Contracts
13
Prepare Employee and Consultant Agreements
14
Approval: Employee and Consultant Agreements
15
Audit the Information
16
Approval: Audit Report
17
Secure Data Room
18
Invite Potential Investors
19
Monitor Investors Activity
20
Close Data Room