Data Room Construction

What is it?

A virtual data room is a location to securely store and share confidential business information.  

A structured virtual data room should include a clear and flexible indexing methodology that supports document review workflows, a detailed rights management system, and a reporting process that increases transparency and creates a clear audit trail.

Why do you need it?

A professional and effective data room is key to the success of investment transactions as well as the management of a particular project that involves several stakeholders that require access to confidential information. 

Due diligence is at the very heart of many transactions and is a tedious and time-consuming examination of numerous documents - a process that often can be difficult to manage when multiple parties are involved. However, the traditional challenges usually faced by those performing due diligence, including document management and lack of transparency, are significantly reduced where effective virtual data rooms are put in place.

How we can help

In order to prove to potential investors that your company makes for an attractive investment opportunity and meets the investor’s investment requirements, you will need to share valuable company information as part of the due diligence process. If any aspect of this is mismanaged, you run the risk of compromising important company assets, namely, intellectual property.

Creative CFO will construct a virtual data room that is secure, easy to navigate, tailored to the investor’s preferences, and regularly updated. We will ensure that the data room complies with all the requirements of strict industry standards and formats.

Once the data room is structured and complete, our experienced team will conduct soft due diligence on your company to ensure that the data room facilitates the process in an effective manner.  This will enable us to identify any potential key issues early in the deal process and decide on the extent and manner of information that should be provided to help solve any information gaps in the data room.

Our data room structure covers the following  key areas:

  • Company background
  • Product and technology
  • Operations
  • Marketing
  • Sales
  • Financial management
  • Legal
  • Human resources
  • Environmental, Social & Governance

When you check out you may select a quantity of 1 and we will get in touch with a confirmation of what information we will need from you to get started.