Data Room

Stay diligence-ready with the Shoobx data room

Many companies only put together a Data Room when they need it (usually when due diligence comes around). This is inefficient, stressful, and can open the company up to the risk of mistakes. With Shoobx, you get a fully automatic Data Room that works behind-the-scenes to add important documents as they are completed, meaning that every time you finish a workflow, the resulting docs are automatically collected and organized. Everything you need to stay fundraising-ready is all in once place, making the diligence scramble a thing of the past.

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“What sets Shoobx apart is the fact that my cap table, data room, and stock ledger are automatically updated when I grant shares. With absolutely no effort from me!”

– Mathieu Nouzareth, Co-founder & CEO, FreshPlanet

A lot of private companies trust Shoobx to manage their data room

Put Your Best Foot Forward

Our data room makes sure you’re next round-ready.

Having a Data Room with all of your company’s relevant documents gives you a serious leg up when fundraising opportunities arise. Having all your documents in one place means that you can spend the time leading up to meetings with investors focusing on your pitch and strategy, rather than scrambling at the last minute to pull company materials together (and realizing that things are missing or not properly executed).

When you’re trying to raise funds for your company, do you really want to give anything less than your best first impression?

Here are some of the documents you’ll be expected to provide during diligence, all of which can be organized automatically in the Shoobx data room:

  • Balance sheet and historical financial information
  • Any securities that have already been issued (equity)
  • Any debt holdings or business loans
  • Any material business contracts (including contracts such as partnership agreements and property leases as well as client contracts/services agreements if applicable)
  • Board and shareholder actions and meeting minutes
  • Certificate of Incorporation and Bylaws
  • HR details (including employment contracts, offer letters, benefits, salaries, directors and officers, and agreements related to Intellectual Property assignment/contribution and confidentiality)
  • Documentation related to all shareholders’ or equity grant agreements (including stock incentive plans, vesting schedules and purchase agreements)
  • Documentation related to debt or other types of financing
  • Business plans, budgets or projections
  • Documentation related to litigation and disputes concerning your company
  • Documentation related to the company’s IP, such as patents, patent applications or trademark and copyright filings, if applicable
  • Company policies and procedures (e.g., Privacy Policy or Website Terms of Use)

Don’t Just Take Our Word for It

“If your incorporation documents, employee paperwork, and shareholder agreements are scattered in some type of file directory, stop that as soon as possible. You need to move them to a specialized file vault like Shoobx, where they are auditable, trackable and organized in a way that traditional file directories simply aren’t designed for.”

– Jack Huntress, CEO, HomeBinder

Related Resources

Documents, Data Rooms, and Due Diligence

Do You Know Where Your Documents Are?

Fundraising 101: How to Raise an Equity Financing Round

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