Executive sponsor, separation manager, and deal team
Meeting Agenda, Whiteboard, Strategy documents
Spend one day or more to prepare materials for a two hour play.
The data room should be utilized as early as possible following the decision to proceed with the sales activities.
The structure of the data room may vary by organization. However, there are some consistent areas that are industry agnostic. When establishing sections, consider organizing data into the following key areas:
There are no hard and fast rules here, however, it’s typical to have the following documentation.
According to the tool in use, set up the owner, groups, add users and set permissions as required.
For more information on how to set up your data room check out this blog - How to Setup a VDR in 4 Easy Steps.