Data Room Checklist

A guide to selecting and implementing a virtual data room.

When choosing a Virtual Data Room (VDR), it’s important to find the solution that fits your needs quickly. It’s likely you’re in the market for a VDR to help facilitate an upcoming M&A transaction, a round of fundraising, or another financial event that requires immediate action, so implementation time and ease of use should drive your software selection process.

This checklist includes:

• Virtual Data Room Features and Options
• What to Keep in Your Virtual Data Room
• Who Should Have Access to Your Data
• Top VDR Use Cases

The Data Room Checklist gives you everything you need to know when preparing to implement a virtual data room, as well as some things to consider once your data room is in place.

Access your copy by completing the form on the right and clicking “Download Checklist.”