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What steps to take before closing an investment round?

In the process of closing an investment round, excitement can get the better of us, but it is essential to be prepared to ensure that every detail is executed accurately. Once we have attracted the interest of potential investors, our priority must be to have all the necessary documentation ready for closing.

To do this:

• Review the foundational materials: These documents not only explain the narrative of the process to investors, but they are also your window into the complexity of the deal.
• Build a Data Room: This virtual space where we share key documents must be organized and up-to-date. Efficient execution of this space is crucial to ensure that investors have access to all the information they need to make informed decisions.

Being prepared from the start not only eases the way, but also builds trust among investors.

How to leverage digital tools to close an investment?

In the digital era, certain tools can simplify our work and reduce friction points in the investment closing process. Here are some options that could be useful for you:

What benefits does Doxan offer in document management?

Doxan is a platform that gives us a complete overview of the interaction with our documents. With Doxan, we can:

• Control who views our documents and for how long.
• Observe which parts of the document are generating more interest or doubts, thanks to a heat map.

This information allows us to anticipate concerns and resolve them proactively, strengthening the relationship with potential investors.

How do DocuSign and HelloSign facilitate the signing process?

DocuSign and HelloSign eliminate the need to sign physical documents, offering practical and secure solutions:

• DocuSign: provides a fast and secure way to sign and store digital documents. It is especially useful for managing investment rounds with multiple investors.
• HelloSign: Works similarly to DocuSign, offering an alternative option for those who prefer different tools but with the same efficiency and security.

Both platforms provide flexibility to the signing process, helping to speed up times and reduce logistical costs.

Why might it be interesting to use Trato for your investment?

Trato is an innovative option that integrates blockchain into the contract signing process. Its benefits include:

• Additional security: thanks to the blockchain, any modification to the contract requires notification and validation of all participants in the chain, ensuring transparency and trust.
• Ease of contract management: Trato also makes it possible to store signed documents securely and accessible from anywhere.

Having the right tools not only facilitates management, but also ensures safer and more efficient processes for all parties involved.

How to anticipate problems to ensure success?

Closing an investment round is not always a linear process. The key to avoiding obstacles is proactivity and effective communication with investors.

• Regular Document Review: Keep an eye on how and when investors interact with shared documentation to anticipate questions or concerns.
• Be Proactive: Don't wait for investors to contact you if you detect a problem, such as a confusing paragraph or other issue in the documents. By addressing problems immediately, you demonstrate commitment and exceptional customer service.

By diligently pursuing these actions, we ensure that our investors feel confident and supported in their decision to invest. Without a doubt, a successful closing of an investment round is possible with meticulous preparation and the proper use of technology.