Need to Raise Capital?

STREAMLINE your capital raise
WITH THIS due-diligence CHECKLIST

• Identify and organize the right documents

• Mitigate risk and avoid last-minute fire-drills

• Maximize your valuation by being prepared

• Secure the capital injection you need for growth

• DUE DILIGENCE IS ESSENTIAL

  • When raising capital, you can expect your business financials and much more to be scrutinized as part of a due diligence process. How smoothly that goes, is largely up to you. There is no substitute for being prepared.

• WHY FAST DUE DILIGENCE MATTERS

  • Experienced dealmakers know that speed is a big success factor. Fundraising efforts that drag during due-diligence have a low close rate and often with a lower valuation. So it is wise to get your ducks in a row, well ahead of the game.

• SAVE TIME AND AVOID GUESSWORK

  • This due-diligence checklist cuts out the guesswork, so you know exactly what documents to find and organize. It lists more than 100 classes of documents that are typically shared in due-diligence, and it defines a logical folder hierarchy that most investors expect documents to be organized in.

• BOOTSTRAP YOUR DATA ROOM

  • If you plan on hosting your documents in a secure Data Room to facilitate secure document sharing, you can import an XLS version of the due-diligence checklist into the data room, to automatically create the folder hierarchy for you. So you don’t even have to type folder names – just drag and drop your documents into the folders. Done!