If you are looking for a virtual space make sure you choose one that is user-friendly. All iDeals clients have said that the ease of use was their most frequent feedback about our software.
Take the time to read recent reviews from various independent review sites before you choose the best provider. This will help you decide on the tools each service can provide for the cost of their subscription, and how it is easy to manage.
Another tip is to categorize your files and folders to make it easier for you to navigate. You’ll typically want to include a folder with due diligence documents, which include financial information, company and product information Legalities, customer and company information. This will enable your due diligence participants to quickly locate and access the information they require.
You should also include a section that includes your competitive analysis and any pertinent public reports. Investors love to see this because it shows you know the market and your competition.
Also, have a section for your team and management that contains the specific names salary, job descriptions and the details about your current team members. This will allow investors to understand your team and how they might be integrated into the future management of the company. It is also important to include a section with customer references and recommendations to demonstrate your past success and prove that you have the ability to grow.