How to Build a Data Room

Guided Data Room Structure

Finances

• General
  Overview of the company’s financial performance, processes, and financial controls.
• Historical P&L
  Past Profit & Loss statements showing revenue, expenses, and earnings.
• Balance Sheet
  ‍A snapshot of assets, liabilities, and equity over time.
• Company Debt
  Loans, lines of credit, and other debt obligations and schedules.
• Other
  Any additional financial information not captured elsewhere.
• Physical Assets
  Records of owned property, equipment, and depreciation schedules.
• Forecasts
  Forward-looking financial projections, assumptions, and models.

Tax

• General
  ‍Tax filings, registrations, rulings, and correspondence with authorities.

Risk Management

• General
  ‍Internal assessments, risk frameworks, and policy documents.
• Client Relationship
  ‍Client contracts and documentation outlining terms, scope, and obligations.
• Business Relationship
  ‍Agreements with suppliers, resellers, vendors, or partners.
• Scope of Services
  ‍Documentation that defines the boundaries and expectations of services provided.
• Compliance
  ‍Risk-related compliance records, controls, and audit findings.

Talent

• Employees
  ‍Employee directory, roles, and related documentation.
• Contracts
  ‍Signed employment and contractor agreements.
• Compensation
  ‍Salary structures, bonus plans, and historical payroll data.
• Benefits
  ‍Details on health insurance, perks, superannuation, etc.
• Visas
  ‍Sponsored visa documentation and immigration records.
• Work Permits
  ‍Work authorisation documents by country or region.
• HR Compliance
  ‍Policies, handbooks, and workplace compliance records.
• Org Structure
  ‍Org charts, reporting lines, and team makeup.
• Culture
  ‍Internal values, engagement surveys, or DEI reports.

IT

• General
  ‍Overview of IT strategy, infrastructure, and governance.
• System/App Architecture
  ‍Technical architecture diagrams and stack documentation.
• Business Applications
  ‍Inventory of business-critical software used.
• Capex / Opex Budgets
  ‍IT spend breakdowns for CapEx vs OpEx.
• BCP/DR
  ‍Business continuity and disaster recovery plans.

Legal

• General
  ‍Summary legal info or items not otherwise categorised.
• Corporate Structure
  ‍Entity diagrams, shareholding breakdowns, and jurisdiction info.
• IP Agreements
  ‍Trademarks, patents, licensing deals, and NDAs.
• Material Agreements
  ‍Key commercial contracts that affect operations or revenue.
• Partnerships
  ‍Joint ventures, channel partnerships, or strategic alliances.
• Litigations
  ‍Ongoing or past legal disputes and case status.
• Insurance
  ‍Coverage summaries and certificates (D&O, cyber, etc.).
• Regulations
  ‍Regulatory filings, licenses, and audits.
• Related Party Transactions
  ‍Dealings with directors, shareholders, or affiliates.
• Sanctions
  ‍Sanction checks and export control documentation.

Marketing

• Strategy
  ‍GTM plans, brand positioning, and campaign frameworks.
• Cost and Performance
  ‍Budget vs spend and performance metrics (e.g., CAC, ROAS).
• Social Media Accounts
  ‍Logins, ownership proof, and platform analytics.
• Other
  ‍Any marketing materials not listed above (e.g., decks, assets, etc.)

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