Fundraise Data Room Template

Fundraise Data Room Template Walkthrough

Who this template is for

Dock’s fundraising data room template is an investor portal for start-ups and early-stage companies looking to raise seed or venture capital. It could be used by the company’s founders, entrepreneurs, management teams, and also by the financial and legal advisers that support the fundraising process.

What this template is for

Creating a secure, organized virtual data room (VDR) to house all of the information you need to aid in the fundraising process. Dock’s investor data room is a space for sharing sensitive pitch materials and company documents with potential investors. This streamlines the fundraising process and allows all stakeholders to access the information they need in one place.

How to use the template

Add a quick company summary, startup pitch deck, product demo, dashboards, and more. Include a variety of information to give potential investors a comprehensive understanding of the company and its offerings. Provide investors with a clear understanding of the company's current status, performance, and potential for growth.

Why use this fundraising data room template?

Dock’s startup and investor data room template gives you a place to collect all of the necessary due diligence information for investors. 

Due diligence is a critical step for landing investors. But to prove your startup is ready to take the next step, you need to have tons of information ready to go — from your pitch deck to your cap table, to other sensitive information about your company. And you can’t just send prospective investors Dropbox screenshots, Google Drive files, and links to various accounts, many of which require different logins. Controlling access allows for documents to be audited by third parties, adding an extra layer of credibility and security.

After all, your fundraising process should reflect how you do business, and it pays to make a good impression.

Dock’s virtual data room template solves this problem by providing you with a single workspace to house all of your fundraising data. And yes: You can password-protect it, so your intellectual property is still protected.

The template also allows for easy integrations with other tools and platforms, making the follow-up process with investors streamlined and efficient. Easily manage complex investor relationships like co-sale agreements and first-refusal rights.

Here’s what else the fundraising data room template can do for you:

‍Align company leaders with other stakeholders

• Provide your board of directors with a link to your fundraising strategy for transparency.
• Get input from relevant team members to provide the most useful and powerful company data.
• Send advisors a link to your fundraising data room for valuable feedback before you start the process.
• Enable real-time collaboration and communication with stakeholders and advisors.
• Provide a clear understanding of how your company will use the funds raised and its potential impact.

Streamline the fundraising process

• Use the workspace to improve ease of use for private equity and portfolio companies during fundraising.
• Keep sensitive data password-protected, yet accessible.
• Duplicate your template to simplify your fundraising workflow.
• Give interested venture capital investors quick access to financial statements, your capitalization table, product pricing information, projections, and your term sheet.
• Track and monitor access and changes made to the data room for accountability and security purposes.

Iterate on your fundraising strategy

• Use analytics tools to track investor engagement and activity within the data room to inform strategy adjustments.
• Use results and feedback to make changes to your fundraising data room.
• Set up an A/B test for your customized template to increase your funding odds.
• Update your fundraising data as you move from early-stage investors to closing in on your IPO.

Investors need to know that you’re ready to take the next step with your startup. A well-organized data room is the best way to tell investors the story of your company — from the founding story through your forecasted year ahead — with data.

How Dock’s customers use this template

• Add key data for the due diligence process: Create an investment data room, complete with everything from articles of incorporation to your business plan, financial statements, historical financial data, relevant legal documents, and other relevant company information. This will allow potential investors to easily access the information they need.
• Contextualize your data: Give prospective investors the chance to see how your company is doing with customer feedback and other company information that showcases the traction you’ve gained. Include customer testimonials, user engagement metrics, growth rates, and other key performance indicators that demonstrate your company's traction and success in the market. Additionally, you can also include financial information such as revenue and profit margins, to give investors a clear picture of your company's financial health and growth potential.
• Make it easy to invest: By housing the information in one link, and providing a CTA at the end for those who are interested, you can simplify the fundraising process. Customize the call-to-action section to suit your branding and investor profile. 
• ‍‍Use Dock’s built-in features to improve your fundraising process with each potential investor: See how people are engaging with your startup data room and get direct comments to iterate on your process. See which elements are being viewed or accessed the most, and which ones are generating the most questions or feedback, to better understand what investors are looking for and what areas they find most important.

To learn more, check out our Virtual Data Room solutions page.