Preparing for investment
Setting up a virtual data room
We organise documents for an investor or buyer and set up access.
How we can help
- We build folders for financial records, corporate documents, contracts and intellectual property.
- We list missing material and agree who gets access at each stage.
Frequently asked questions
Should I share all documents with an investor immediately?
Access depends on the stage and confidentiality arrangements. Documents are usually shared in stages based on how sensitive they are.
We confirm requirements and timelines for your situation. See the general rules in the service terms.