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Stage 2: Dataroom Preparation
In preparation for Backer due diligence, you will need to stand up a virtual dataroom. For this, we recommend you use a virtual dataroom service that allows you to track investor engagement (e.g. Docsend).
At the minimum, your dataroom should include:
- An overview speaking to your historical performance
- Material speaking to the performance of your borrowers
- Transaction structure and security overview document explaining how security works in the instance of a default
- Agreements you have in place with your borrowers
- Deal Specific Documentation such as:
- Term sheets
- Loan Agreements
- Security Agreements
- Any other transaction documents you think necessary