Due Diligence Checklist for Fundraising

Investors don't just want your pitch deck. They'll conduct deep diligence across 9 categories corporate governance, IP, cap table, financials, security, taxes, customers, team, and legal asking for 80+ documents. Knowing what to prepare and when keeps you from scrambling at the last minute.

What you get:

• A 9-category audit covering everything serious investors expect: cap table documentation, financial statements, IP assignments, customer contracts, board resolutions, security posture, and regulatory compliance

• Stage-tagged items so you know what's required at Seed, Series A, and beyond (no more prepping unnecessary paperwork)

• Priority sequencing for hard-to-compile documents like fully diluted cap tables, 409A valuations, customer MSAs, and SOC 2 reports

• A checklist your founder, finance lead, and counsel can use to close gaps before the process starts