The format for displaying your track record in your data room is not specified, but it is common to include documents like presentations, deal memos, term sheets, and legal agreements. Consistency in the information provided is key. While Excel could be used for detailed financial data, the overall presentation should be clear and organized.
2 answers
You need to have different data rooms for different LP archetypes. If the LP archetype that's making this request is HNW this folder should maybe contain a few deal memos on your best angel investments. On the other hand, if the LP is an Family Office or Institutional, you're going to want to provide an excel, deal memos and any other type of report you may have.
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