Readiness is the standard.
For founders & operators of growing companies — cap table, documents & diligence, continuously organized.
How can I help with your cap table?
Ask a question, model a scenario, or let me prep the next investor update.
Every company faces diligence. Most wait until it hurts.
A round, an acquisition, a loan — the deal arrives and the scramble begins. Spreadsheets that don't reconcile. Advisors chasing the same five documents. Weeks lost to assembling what should already exist. The scramble is expensive, and sometimes it kills the deal.
Diligence Ready keeps the work done in advance. So when the term sheet lands, you're not preparing — you're already prepared.
One workspace, from cap table to close.
A cap table you can trust
Real-time, version-controlled, audit-ready. Every transaction is logged, every stakeholder accounted for, every percentage matched to every dollar — to the cent. Printable in one click.
Always accurate →Model rounds and exits in minutes
Stress-test the next priced round, dial in pool refreshes, fold in convertibles, run the waterfall at any exit value. Compare multiple scenarios side by side. Hand the board the PDF.
The what-if module →An AI assistant that ships work
Ask a question, model a what-if, draft a board update, parse a SAFE. Every action is proposed for your review before anything changes. A cap-table AI that does the work, not just the answer.
Built-in from day one →Diligence-ready by default
A built-in diligence list with templates, file-to-transaction linking, and a full audit trail. You know exactly what's missing before an investor ever asks. The room opens in a day, not a month.
Be ready every day →The numbers add up.
Issuances, transfers, conversions, option grants — across every class, including convertibles. A draft-to-final workflow with an audit trail means the version you share is the version you can defend.
- ✓ Real-time ownership across all security classes
- ✓ As-of-date snapshots with full version history
- ✓ Every issuance linked to its underlying agreement
- ✓ One click to an investor-ready PDF
Capitalization — fully diluted
Live · v41| Stakeholder | Class | Units | Ownership |
|---|---|---|---|
| Founders (2) | Common | 6,000,000 | 48.6% |
| Catalyst Ventures | Series A | 2,480,000 | 20.1% |
| Greenfield Capital | Seed | 1,640,000 | 13.3% |
| Option pool | Reserved | 1,730,000 | 14.0% |
| Angels (5) | SAFE | 500,000 | 4.0% |
Run the what-if before the meeting.
An inbound term sheet. A pool refresh. A possible exit. Model it on your live cap table in minutes, and see exactly who gets diluted and who gets paid — to four decimals.
- ✓ Investment scenarios: pre-money, raise, new class, pool, convertibles
- ✓ Exit scenarios: full liquidation waterfall at any value
- ✓ Up-round / down-round detection vs. your last priced round
- ✓ Compare multiple scenarios, then print for the board
What-if · $4M priced round
▲ Up roundIt does the work. You approve it.
Most cap-table AI is an afterthought. Ours is built-in from inception, and answers questions and does real work — add an investor, a transaction, and even upload an agreement and extract info to draft a transaction and more — and waits for your sign-off before a single number changes. Built on the latest model, for nuance, not bullet-point hallucinations.
- ✓ Natural-language chat across your cap table and transactions
- ✓ SAFE & convertible-note extraction with side-by-side review
- ✓ Action proposals with human approval — no surprise mutations
Know where you stand against your peers.
Stay grounded when you price a round or weigh an inbound offer. See how your dilution, raise, and option pool compare to peers at your stage, geography, and industry — explored conversationally with the assistant.
- ✓ Peer comparisons by stage, geography, and industry
- ✓ Trend analysis that surfaces what's typical — and what isn't
- ✓ Validate a valuation before you ever sit at the table
You vs. Series A peers
SaaS · US · n=212When the deal arrives, the work is already done.
Level up the companies you support.
Accounting firms, fractional CFOs, Angel groups, Law firms, and more — you're not an afterthought here, you're built in. One Partner workspace manages every client company, with secure / gated drill-down to support each one. Stop chasing the information you've already provided.
- ✓ A single dashboard across every client company
- ✓ Read-only or write-mode support — every action audited
- ✓ Co-branded portal that reinforces your brand
- ✓ Walled-off rights with time-limited delegation
Built so investors can trust the numbers — and you can sleep.
Tier-isolated by construction
Every login is locked to a single tier in the database. A customer account can't reach platform admin — even if compromised — because the identity itself is walled off.
Row-level security
Enforced at the database, not just the app. Each investor sees only their own data. Multi-tenant isolation that holds up under scrutiny.
Audit log on everything
Every change attributed and timestamped. Read-only support sessions let advisors look without touching. Soft-archive means an accidental delete can't break history.
Bring your own storage
Files live in your Google Drive or OneDrive — your security policies, your backups, your permissions. We don't lock your documents in our cloud.
AI with a human in the loop
The assistant proposes; you approve. No data is mutated without your sign-off, and every AI action lands in the same audit trail.
Ready for the room
English and Spanish at launch, SOC 2 on the roadmap, and a document trail that lets an acquirer be in your room in 24 hours.
A different posture from legacy tools and spreadsheets.
Feature rich, free to start, and easy, intuitive pricing as you grow. Customers are inspired to upgrade, not dinged on every little feature.
- ✓ Free to start, usage-based pricing — no per-seat tax
- ✓ Full features on every tier — no feature paywalls
- ✓ AI that takes action with your approval — not read-only chat
- ✓ Diligence built in, not bolted on
Start free. Scale as needed.
Feature rich at every tier — pay only as your needs grow.
Let's talk about getting you diligence ready.
Questions about the platform, pricing, or partnering? Send us a note and a real person on the team will get back to you — usually within one business day.
info@diligenceready.comDiligence ready.
Set it up once. Stay ready every day. When the term sheet lands or the acquirer asks for a clean cap table, you'll already have the answer.