Archives: Resources

As Chief Financial Officer, you’re tasked with organizing all your company’s financial paperwork to protect it from penalties, civil lawsuits, and even criminal charges.

All that paperwork – both physical and electronic – can really add up as your company grows, but it’s not always easy to know what you need to keep. 

Download this guide to learn:

• What to save
• How long to save it
• Best practices for properly storing critical information
• Penalties for improper record keeping and poor document retention

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

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.”