Set up data room software.
Organize a convenient structure of virtual data room for fundraising.
Upload the documents according to the fundraising checklist below.
Set the access rights to all potential users.
Send a unique access link for fundraising data room to limited partners, investors, or other 3rd parties.
Conduct the fundraising: keep the discussion within the virtual data room, track activity, sign the agreements.
Systematically update the relevance of the documentation and check the relevance of user access levels.