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Preparing your data room for investors: Tips for startup founders and finance teams

October 26 @ 2:00 pm 2:30 pm

If you’ve been through the startup fundraising and due diligence process, you might have experienced the “diligence scramble.” 

The “diligence scramble” occurs when a potential investor initiates the due diligence process. Early-stage companies sometimes aren’t prepared with all the important documents. The team then frantically throws together the requested docs and hopes that everything is consistent and accurate.

This is why maintaining a data room is a common strategy for early-stage companies to avoid inefficiency, stress and risk.

Join us for this 30-minute session featuring Lynne Zagami, Shoobx Head of Customer Success and former corporate attorney, as she guides you through actionable insights for founders and finance leaders. 

What you’ll take away:

  • How virtual data rooms differ and other considerations
  • What documents investors need for due diligence
  • How to prepare your data room for investors
  • Benefits of an automated data room
  • And more!

This session is great for founders and finance teams that are getting organized or preparing for their next round of fundraising.

Shoobx, Inc.