Data rooms are used for due diligence purposes in M&A transactions, fundraising, or any other business that requires sharing of sensitive data. They are a secure alternative to email or free file sharing services. They offer granular permissions and security features like encryption, two-factor authentication, and watermarks.

The amount of data required during a due diligence process will differ based on the size and complexity of the transaction, but it is crucial that all parties have access to the same documents. A central data room that has clear folder structures, standard document titles and a master index will make it simple for users to navigate the room and locate the information they need. Separating documents into subfolders that are similar will also streamline the review process.

It is essential to highlight the KPIs that are relevant and avoid filling slides with irrelevant information. It is also crucial to avoid sharing non-standard analyses that could confuse investors and mislead their opinions about the company's growth and health.

Include a summary slide each deck to highlight the main points and conclusions that you would like your audience to learn from the presentation. Investors can effortlessly change between a closer look at the numbers and an overall view.