Comment on page

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