First-Time Audit Readiness Checklist

Your first audit usually shows up with a funding round or a 409A refresh and most founders find out too late how much documentation it takes. This checklist tells you exactly what your auditor will ask for, before the engagement starts.

What you get:

• All six document categories auditors request, organized by type

• The specific cap table records that cause the most first-time delays

• 409A, ASC 718, and SAFE/note documentation you'll need ready

• A pro tip on the #1 reason PBC lists drag on