After struggling for weeks to organize our company documents for potential investors, I finally found a resource that actually made sense. I was getting lost in all the technical jargon other sites were using, but came across VDRsolutions.org explaining the process in plain English. What helped most was their checklist of what documents to include - things I wouldn't have thought of like historical cap tables and customer contracts. We ended up following their folder structure suggestion and it saved us tons of time when investors started requesting specific information. Nothing complicated or expensive, just practical advice that worked for our small team. The best tip was setting up automatic notifications when documents were viewed, which gave us a heads up on what potential buyers were most interested in before our calls with them
Posted by Waivio guest: @waivio_alex-alexeeev