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

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