Data rooms are used to conduct due diligence during M&A transactions, fundraising or any other transactions that require the sharing of sensitive information. They are a better alternative to email and free file-sharing services. They offer granular access rights and security features, such as encryption, two-factor authentication, and watermarks.

The amount of information required during due diligence will depend on the complexity and size of the transaction, however it is vital that everyone has access online data storage: a strategic tool for market analysis to the same documents. A centralized data room with clear folder structures, standardized title of documents, and a master index will make it easy for users to navigate the room and locate the information they need. Combining similar documents into subfolders can also speed up the review process.

In the presentation of data, it’s important to focus on the most needle-moving KPIs, and not overload slides with irrelevant information. It is also essential to avoid sharing non-standard analyses that could cause confusion for investors and alter their impressions of the company’s growth and health.

Include a summary slide each deck to highlight the primary points and conclusions you wish your audience to get from the presentation. It will make it easier for an investor to alternate between deep dives into the numbers and the broader picture.