Data rooms are used to conduct due diligence on M&A transactions, fundraising, or any other type of transaction that requires the sharing of sensitive data. They offer a safer alternative to email and file-sharing sites that are free. They offer granular access rights and security features, such as encryption, two-factor authentication and watermarks.
The amount of information required to conduct due diligence will differ based on the size and complexity, but it’s essential that all parties have the ability to access the same documents. A centralized data room with clear folder structures, standardized document titles and a master index will make it easy for the stakeholders to navigate and locate the information they require. Grouping similar documents together in subfolders can help speed up the process of reviewing.
It is this post on the ethiquedesorganisations.fr website essential to highlight the KPIs that are the most relevant and not fill slides with irrelevant data. It is also important to avoid sharing non-standard analyses, which can make investors confused and can mislead their perceptions of the business’s growth and health.
It is also helpful to include a summary slide at the end of each deck, which highlights the key points and key points you want the audience to take away from the presentation. Investors are able to easily change between a closer look at the numbers as well as the larger view.