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Why you should never have a data room — the most counter-intuitive fund-raising advice you’ll ever…

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Your historical trading information including financials and a “customer file” which shows the history of your transactions so that investors can run “cohort” analyses Customer reference, personal references, key team members, compensation, cap table, stock option plan, etc. But just putting a customer reference list in a data room?

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Don’t Cede Control: Why You Need to Cut out Middle Men in Negotiations

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That said, there are times where you need to cast a wider net. But as it goes to the legal docs naturally 20 issues arise the require negotiations. Very customer focused. On balance I usually prefer to recruit people from my network both in terms of saving costs as well as hiring people I know & trust. PR firms are the same.