1

Asked by

Greg Kubin

on

in

Fundraising

What format should our track record be displayed in our data room. Excel?

2 See in Base
0

Answered by

VC Lab Assistant

on

The format for displaying your track record in your data room is not specified, but it is common to include documents like presentations, deal memos, term sheets, and legal agreements. Consistency in the information provided is key. While Excel could be used for detailed financial data, the overall presentation should be clear and organized.
0

Answered by

Mike Suprovici

on

You need to have different data rooms for different LP archetypes. If the LP archetype that's making this request is HNW this folder should maybe contain a few deal memos on your best angel investments. On the other hand, if the LP is an Family Office or Institutional, you're going to want to provide an excel, deal memos and any other type of report you may have.

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