We keep your cap table accurate every single day.
Real-time, version-controlled, reconciled to the cent — every transaction logged and matched to its agreement. No spreadsheet drift, no eleventh-hour reconciliation.
AI and SaaS Better than a spreadsheet, every day
Cap table
What-if modeling
Real AI
Reporting hygiene
Diligence room
We model the round before you commit to it.
Stress-test a priced round, a pool refresh, or an exit on your live cap table — and see exactly who's diluted and who's paid, in minutes instead of spreadsheets.
An assistant that does the work — not just chats.
Far more than a chatbot. It answers the hard questions, and it takes action — add a new investor and update your cap table, model a round, draft a board update — with every change staged for your approval first.
We keep your reporting clean, quarter after quarter.
Reporting periods generate on your fiscal calendar; P&L, balance sheet, and cash flow get tracked and filed where the room can find them. "Did we send Q3?" stops being a question.
Advisors and investors already know — readiness wins.
A built-in checklist, file-to-item matching, and a full audit trail mean you know what's missing before anyone asks. That's where we step in — so the room opens in a day, not a month.
The problem with how it works today
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.
Where we start
Four things that make or break a deal — handled first.
Readiness isn't a single feature. We sequence it: a cap table you can defend, what-if models behind every decision, financial reporting that stays clean, and a diligence room that's always a day from open. AI runs through all four.
①
A cap table you can trust
We start here because everything keys off it. Real-time, version-controlled, reconciled to the cent — every transaction logged, every stakeholder accounted for. Printable in one click.
Always accurate →②
What-if modeling on live data
Stress-test the next priced round, dial in pool refreshes, fold in convertibles, run the waterfall at any exit. See who's diluted and who's paid before you ever sit down. Hand the board the PDF.
The what-if module →③
Financial reporting hygiene
Reporting periods generate on your fiscal calendar; P&L, balance sheet, and cash flow are tracked every quarter and filed where the room can find them. "Did we send Q3 yet?" stops being a question.
Clean, every quarter →④
Diligence room prep
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 →
Cap table & equity
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% |
12,350,000 fully dilutedreconciled · 0 discrepancies
Scenario modeling
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 round
$4M @ $16M pre
$6M @ $20M pre
Exit · $120M
New post-money
$20.0M
▲ from $11.8M
Founder ownership
39.2%
−9.4 pts dilution
New investor (Series B)20.00%
Option pool (refreshed to 12%)12.00%
Existing preferred28.80%
Founders & common39.20%
AI assistant
It 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
Add the Catalyst Ventures SAFE — $500k, $8M cap, 20% discount.
✦
I parsed the agreement and drafted the transaction. Review before I commit:
Financial reporting
Send a clean P&L every quarter — without the scramble.
Reporting periods generate automatically to match your fiscal year, and each one tracks the statements investors expect. Upload from your laptop or link a file you already keep in Drive — every report files itself where the room can find it.
- ✓ Monthly, quarterly, or annual periods on your fiscal calendar
- ✓ P&L, Balance Sheet & Cash Flow tracked per period
- ✓ Auto-filed to a Financials / [Period] folder in your storage
- ✓ Reminder cadence so "did we send Q3 yet?" never happens
Reporting periods · FY2026
Quarterly · on trackQ1 2026
P&L · Balance Sheet · Cash Flow
Q2 2026
P&L · Balance Sheet · Cash Flow
Q3 2026
Due in 14 days · reminder set
Filed to Drive · Financials / 2026fiscal year ends Dec 31
Investor relations & portal
Give investors a window in — on your terms.
Each investor gets a read-only view of their own holdings, statements, and updates — and nothing else. They send agreements through the inbox; you parse, review, and commit, with AI extraction doing the first pass. One source of truth replaces the back-and-forth email 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-only▤ Holdings value
$2.10M
▦ Ownership
13.3%
⛁ Class
Seed Pref.
◷ Investor since
2024
Shared with you
▤Q2 2026 financials
New
▦Cap table snapshot · v41
PDF
◷Your SAFE agreement
Signed
Send an agreement for review
Upload SAFE ↑
Benchmarks & insights
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=212Round size$4.0M · 58th pct
Pre-money valuation$16M · 51st pct
Dilution this round20% · 44th pct
Option pool12% · 47th pct
Why it matters
When the deal arrives, the work is already done.
Days, not weeks
Open a diligence room in a day — the documents, transactions, and audit trail already exist.
0 surprises
A reconciled cap table with zero discrepancies. The version you share is the version you can defend.
Save time and money
Your data is already gathered and organized — so you focus on the deal points, not the busywork.
S Smith Advisory · Portfolio
8 companies
ACDiligence ready
Acme Corp LLC
Series A · Founder Free
HB3 items open
Harbor Logistics
Seed · raising now
GTDiligence ready
Gritty Tech
Series B · Standard
IMSetting up
Innov Med
Pre-seed · onboarding
For the advisors in their corner
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
Trust at the architecture level
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.
The easy call
Undeniably better than a spreadsheet — and than SaaS that taxes you to grow.
Spreadsheets break the moment they matter. Legacy platforms charge per seat and per stakeholder, then gate the features you actually need behind the next tier. We're doing the opposite — and AI is what makes it possible: free to start, the full product on every tier, and a price that never punishes you for adding a teammate or an investor.
| Diligence Ready | Legacy cap-table SaaS | Spreadsheets | |
|---|---|---|---|
| Pricing model | Free to start · usage-based | Per-seat / per-stakeholder | Free, until it isn't |
| Full features on every tier | Yes | Gated behind the next plan | — |
| Cost to add a teammate or investor | $0 | Another seat on the bill | A riskier file |
| AI that does the work | Native, with your approval | Limited / read-only | — |
| Always reconciled & audit-ready | By construction | Depends on the plan | As good as the last edit |
| Time to open a data room | About a day | Days to weeks | The scramble |
See the full comparison →General comparison of product approaches — verify current competitor details before relying on specifics.
Why we built it
Operators who've been on the other side of the table.
Diligence Ready is 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.
We're leaning into the disruption of SaaS, not defending it. AI now does the work that used to justify bloated, per-seat pricing — and we pass that straight to you. No seat tax, no feature paywalls. Just real value, built by people who are hyper-focused on it.
30+ years operating
Multiple companies built
Hyper-focused on real value
Pricing
Start free. Scale as needed.
Feature rich at every tier — pay only as your needs grow.
Contact us
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.com
Be ready before you need to be
Diligence 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.