When raising money, it’s essential to be able to move quickly. As investors seek to understand whether you are a good target for investment, they will ask for documents that cover various aspects of your business. Anticipating these asks, allows your company to respond quickly and avoid unnecessary delay and the appearance of unprofessionalism.
Common examples of documents asked by investors include but are not limited to the list below.
Financial documents
Balance sheetCash flow statementIncome statementFinancial projectionsLeasesCustomer churn rateCustomer acquisition costsCertificates of incorporationCompany meeting minutesTax returnsPartnership agreementsIntellectual property trademarks, copyright, patents
HR documents
Organisational chartSalary scheduleHiring planInsuranceOffer lettersCap tables with issuance policiesVesting schedulesNon-disclosure agreements
Check out more great tips and resources at these sites:
YC’s Series A Diligence Checklist | Y Combinator
Fundraising quick tips: Data Room Checklist was originally published in Osney Capital on Medium, where people are continuing the conversation by highlighting and responding to this story.