Due Diligence Preparation

Secure Your Deal with Meticulous Due Diligence Preparation

Investors dig deep before wiring money. They want clarity, consistency, and confidence in your business. Poor or scattered documentation can delay (or derail) your raise even with a great pitch.

We make sure you're prepared with the right materials, structure, and answers.

Due Diligence Preparation

Our Approach to Diligence Readiness

  • 1

    Data Room Setup

    Organized and investor-friendly. From company formation to cap tables, contracts, and product details.

  • 2

    Narrative Alignment

    Your documents should tell the same story as your pitch, we ensure consistency across all fronts.

  • 3

    Financials & Forecasts

    We clean up your model, assumptions, and key metrics that investors will question.

  • 4

    Risk Mapping

    We help you anticipate and address red flags investors might spot before they ask.

  • 5

    Cap Table & Equity Clarity

    We review your ownership structure and option pool so nothing catches investors off-guard.

What’s Included in Our Due Diligence Services

Full diligence checklist tailored to your stage

Data room structure and file recommendations

Strategic doc review (pitch, financial model, product roadmap, team)

1:1 sessions to prepare responses to investor questions

Cap table & ESOP support

Who Can Leverage Our Services

This is ideal if you’re:

Actively raising or closing a round

Engaging VCs or angel networks

Preparing for term sheet conversations

Expecting legal, financial, or product review

Make Due Diligence Your Advantage

Get a head start on the process and reduce last-minute stress. We’ll help you prepare with clarity and structure.

Start Your Prep Today