Investor-Ready Data Room Checklist for NbS Developers
Be prepared with documentation investors expect –
before they start asking you for it
Download the fillable checklist
If you’re raising capital for a Nature-based Solutions project, sooner or later an investor will ask:
“Can we take a look at your data room?”
Wouldn’t you like to be ready – rather than starting to put the documentation together at that point – wasting time and putting your credibility at stake.
You want investors to be confident that you’re ready to put their capital to work.
This checklist will help you quickly understand what investors expect to see — before that moment arrives.
Download the checklist to:
- Identify your gaps in the documentation investors expect
- Structure your data room so investors can navigate it easily
- Strengthen your project before investor diligence begins
- Avoid stalled fundraising conversations
Download the Data Room Checklist
For Nature-based Solutions developers that are raising funds and preparing for investor due diligence.
What This Checklist Helps You Do
A strong pitch deck or introduction opens the door — but investor due diligence starts in the data room.
This checklist walks you through the key areas investors review for NbS projects, including your investment thesis, financials, technical and legal documentation, impact management, and team and governance.
Each data room section includes:
- What investors want to see
- Practical next steps to strengthen your docs
- Insights from real investor conversations
- Quick self-assessment prompts
By the end, you’ll know how investor-ready your project is — and what to focus on next.
Check If Your Data Room Is Investor-Ready
Why The ForestLink?
Shauna Matkovich, Founding Director of The ForestLink has 20-years of combined experience in operational sustainable forest management, international forest investment management, ESG and Impact management and business development of new forest investment strategies.
Shauna’s unique skillset and her collaborative get-things-done personality have helped numerous investment organizations in achieving their forest investment goals. Her combined focus on profitability, risk reduction and impact creation with expertise on how working forests operate is what you need if you care about sustainability and want it integrated into your organization and investment strategies.