Be deal-ready every day — not just when the term sheet lands.
Getting diligence-ready after the term sheet arrives is founder time and outside-counsel hours you don't get back. Diligence Ready keeps your cap table, financials, board record and data room at that standard every day — so the deal moves at your pace, not the cleanup's.
Ownership you can defend, every day.
Know your dilution before you sign.
It does the work. You approve it.
Secure packages — see who opened them.
Periods and reminders, so nothing goes missing.
The list, the files, the gaps — before anyone asks.
When the term sheet lands, which company are you?
Ready in three moves. Then it stays that way.
Bring the cap table in.
Upload your spreadsheet or your signed agreements. The assistant reads SAFEs and notes into the ledger; you approve each entry before it lands.
Free · 3 users · full cap tableLet the routine run.
Reporting periods open on your fiscal calendar and remind you what's due. Board packages go out watermarked. Every change is attributed, versioned, and linked to its document.
Reminders do the chasingOpen the room when they ask.
The diligence checklist already shows what's matched and what's missing. Invite the investor or acquirer to a room with a full audit trail on every file.
Full audit trail on every fileCap table management where the numbers add up.
Issuances, transfers, conversions, option grants — every class, every convertible, on one live ledger. Each entry is linked to its agreement and every version is kept, so the cap table you hand over is the one 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% |
Know your dilution before you sign.
An inbound term sheet. A pool refresh. A possible exit. Model it on your live cap table in minutes and see exactly who is diluted and who gets paid — to four decimals — before you commit to anything.
- ✓ 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.
Add an investor, draft a transaction, read a signed SAFE and extract its terms — the assistant does the work in plain language. Every change is staged as a draft for your sign-off before a single number moves.
- ✓ 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
Financial reporting where nothing goes missing.
Reporting periods open on your fiscal calendar and track the statements investors expect. Upload or link the file you already keep in Drive — it files itself where the room can find it, and reminders tell you what's due.
- ✓ Periods open themselves on your fiscal calendar — monthly, quarterly, or annual
- ✓ Tracks the statements investors expect — P&L, balance sheet, cash flow, cap table, AR aging, bank statement
- ✓ Backfill historical gaps, then auto-file to a Financials / [Period] folder in your storage
- ✓ Reminder cadence so "did we send Q3 yet?" never happens
Reporting periods · FY2026
Quarterly · on trackInvestors see their numbers — and stop emailing for them.
Each investor gets a read-only view of their own holdings, statements, and updates — and nothing else. They send agreements through the inbox; you review and commit. One source of truth replaces the back-and-forth thread.
- ✓ Read-only holdings, statements & updates, scoped per investor
- ✓ Agreement inbox — investors submit, you review and commit
- ✓ AI-assisted SAFE & note extraction before anything is touched
- ✓ Each investor sees only their own data — enforced at the database
Investor portal · Greenfield Capital
Read-onlyBoard packages without the email thread.
Attach the package, invite the board, and see who has actually read it — every page watermarked to the member who opened it, viewed in the browser with a one-time code. No account to create, nothing living in an inbox forever.
- ✓ Secure per-member links with a one-time code — no password
- ✓ Every page watermarked with the member's name and email
- ✓ RSVP and per-document read tracking before you walk in
- ✓ Team-only notes your staff see and invitees never do
Q3 Board Meeting · Package
4 of 5 openedBuilt for the people who carry the number.
Founders & CEOs
Raise, sell, or borrow on your own timeline — with a cap table and data room you can hand over as they are.
CFOs & finance leads
Reporting periods, board packages and the data room in one system that keeps itself current between rounds.
Fractional CFOs & accountants
Carry every client from one workspace and stop re-sending what you've already provided.
Law firms
Review a reconciled, document-linked ledger instead of rebuilding one from a spreadsheet at closing.
Angel groups & PE firms
See every portfolio company's readiness at a glance — and drill into the ones that need attention.
Plain-English guides.
Short, practical explainers written by the team that builds Diligence Ready. Browse all guides →
How to get diligence-ready
A practical checklist to keep the documents, numbers, and trail in order before the term sheet lands.
Read the guide → Getting readyDue diligence checklist
A live list of what's complete and what's still missing — five categories, documents tied to each record.
Read the guide → FundamentalsWhat is a cap table?
What a capitalization table records, why it matters, and when a spreadsheet stops being enough.
Read the guide → ReportingFinancial reporting for startups
The core statements, the right cadence, and how to keep reporting clean without the scramble.
Read the guide →Level up the companies you support.
Fractional CFOs, accounting firms, law firms, angel groups, PE firms — if you carry more than one company, they arrive with a clean ledger, current financials, and a room that already knows what's missing. One workspace covers all of them, with secure, gated drill-down into each. Stop chasing what you've already provided. The relationship stays yours.
- ✓ A single dashboard across every company you carry
- ✓ 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
A document trail an acquirer can follow, per-investor scoping, and read-only support sessions. SOC 2 is on the roadmap.
Operators who've been on the other side of the table.
Built by entrepreneurs with 30+ years growing, financing, and selling companies. We've lived the last-minute scramble — the spreadsheet that wouldn't reconcile, the data room thrown together over a weekend, the deal that wobbled because the numbers didn't line up. So we built the tool we wish we'd had.
AI now does a lot of the work that used to take a team, and we pass that through in the price. Founders is free forever. Standard is $99 a month.
Free forever for founders. Pay when the book grows.
- ✓ 3 users (internal & investor)
- ✓ Full cap table with version history and audit trail
- ✓ 1 scenario on the live table
- ✓ 150 AI credits a month
- ✓ 1 data room (3 guests), 1 board (5 invitees)
- ✓ Files stay in your Google Drive or OneDrive
Need more seats? Standard is $99/mo for 10 users. Growth and Scale are coming soon. Annual billing is two months free. Compare plans →
Questions we get asked.
What is Diligence Ready?
Diligence Ready is cap table, data room, and diligence software that keeps growing companies ready before the deal arrives. It brings cap table management, scenario modeling, financial reporting, board packages, and a diligence data room into one platform. Files stay in your own Google Drive or OneDrive. See all features or why Diligence Ready.
What is cap table software?
Cap table software keeps a company's ownership record — every share issuance, transfer, conversion, option grant, and convertible — on one live ledger instead of a spreadsheet. Diligence Ready adds the part spreadsheets can't do: every transaction is linked to the agreement behind it, versioned, and auditable, so the number you share is the number you can defend.
What's the difference between a cap table and a diligence data room?
The cap table is the ownership record. The data room is where an investor or acquirer reads the evidence behind it — agreements, financials, board minutes, contracts. Most companies keep them in separate tools and reconcile by hand under deadline. Here they're the same system, so a document is attached to the transaction it supports and the room already knows what's missing.
How much does Diligence Ready cost?
Founders is free forever for up to 3 users. Standard is $99/month for up to 10 users. Growth ($250/month) and Scale ($500/month) are coming soon. Annual billing is two months free. See full pricing for what's in each tier.
Can I model a priced round before I commit to it?
Yes. Scenario modeling runs on your live cap table — a priced round, an option pool refresh, convertible conversions, or an exit waterfall — and shows exactly who is diluted and who gets paid, to four decimals. Nothing is written to the ledger until you decide to commit it.
Where are my documents stored?
In your own Google Drive or OneDrive. Diligence Ready links and organizes the files where the room can find them, but your security policies, backups, and permissions stay yours. Row-level security is enforced at the database, and every change is attributed and timestamped in an audit log.
Who is Diligence Ready for?
Founders, CEOs, and CFOs at growing companies who will face diligence for a round, an acquisition, a loan, or an audit. It's also built for the Trusted Advisors around them (fractional CFOs, accounting firms, law firms, angel groups, and PE firms) who carry more than one company from one workspace.
Let's talk about getting you diligence ready.
Questions about the platform, pricing, or becoming a Trusted Advisor? Send us a note and a real person on the team will get back to you, usually within one business day.
Email our team →Be ready before the deal arrives.
Start free today. Import the cap table, let the routine run — and when the term sheet lands, you're not preparing, you're already prepared.