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Due Diligence Prep List

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Save time and money with this prep list. 

When you get commitments from investors, you may be thinking that closing is right around the corner. Just one last document to sign and the money will be wired to the bank. 

While that may sometimes be true, it is unfortunately often not the case. Before closing investment, investors often conduct detailed due diligence on a prospective investment. This is to ensure that everything that was discussed is accurate and that no oversight or omission occurred by either party. 

Founders often play catchup in the due diligence process which can be a significant time and resource drain. That’s why we created this Due Diligence Checklist to ensure that all materials and resources are easily accessible and that the closing process can be accelerated. Here’s what our list covers:

  • Founding Documents. Do you have all your incorporation documents ready?
  • Contracts. Do you have all relevant documents accounted for? 
  • Intellectual Property. Are all IP agreements properly accounted for? 
  • Financials. Organize your P&L and financial Pro-Forma.
Due Diligence Prep List
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Due Diligence Prep List
FIRST CHAPTER
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Download the PDF

Save time and money with this prep list. 

When you get commitments from investors, you may be thinking that closing is right around the corner. Just one last document to sign and the money will be wired to the bank. 

While that may sometimes be true, it is unfortunately often not the case. Before closing investment, investors often conduct detailed due diligence on a prospective investment. This is to ensure that everything that was discussed is accurate and that no oversight or omission occurred by either party. 

Founders often play catchup in the due diligence process which can be a significant time and resource drain. That’s why we created this Due Diligence Checklist to ensure that all materials and resources are easily accessible and that the closing process can be accelerated. Here’s what our list covers:

Start with the first chapter

Sign up to Download

Due Diligence Prep List

Template

Save time and money with this prep list. 

When you get commitments from investors, you may be thinking that closing is right around the corner. Just one last document to sign and the money will be wired to the bank. 

While that may sometimes be true, it is unfortunately often not the case. Before closing investment, investors often conduct detailed due diligence on a prospective investment. This is to ensure that everything that was discussed is accurate and that no oversight or omission occurred by either party. 

Founders often play catchup in the due diligence process which can be a significant time and resource drain. That’s why we created this Due Diligence Checklist to ensure that all materials and resources are easily accessible and that the closing process can be accelerated. Here’s what our list covers:

  • Founding Documents. Do you have all your incorporation documents ready?
  • Contracts. Do you have all relevant documents accounted for? 
  • Intellectual Property. Are all IP agreements properly accounted for? 
  • Financials. Organize your P&L and financial Pro-Forma.

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