Keep ownership records, financials and signed documents together. Stay ready for investor questions without rebuilding everything when a deal starts.Keep ownership records, financials and signed documents together. Stay ready for investor questions without rebuilding everything when a deal starts.
Founders have to answer. Advisors make sure they can.
Investors will ask for the cap table first, then everything behind it. Keep one live record of ownership, financials and every signed document, so the answer is always “here it is,” never “give me a week.”
Get diligence-readyThe accountant, fractional CFO, lawyer, M&A pro or angel group doing the diligence work on a founder’s behalf. Carry every client in one workspace, keep each one current, and send a complete data room the moment someone asks.
Not sure which you are? Start anyway. It’s free, and whoever you need can join later.
Start freeUpload 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 tableReporting 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 chasingThe 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 fileIssuances, transfers, conversions and option grants. Every class and 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.
| 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% |
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.
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.
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.
Each investor gets a read-only view of their own holdings, statements, and updates. Nothing else. They send agreements through the inbox; you review and commit. One source of truth replaces the back-and-forth thread.
Attach the package, invite the board, and see who has actually read it. Every page is 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.
Short, practical explainers written by the team that builds Diligence Ready. Browse all guides →
A practical checklist to keep the documents, numbers, and trail in order before the term sheet lands.
Read the guide → Getting readyA live list of what’s complete and what’s still missing across five categories, with documents tied to each record.
Read the guide → FundamentalsWhat a capitalization table records, why it matters, and when a spreadsheet stops being enough.
Read the guide → ReportingThe core statements, the right cadence, and how to keep reporting clean without the scramble.
Read the guide →Fractional CFOs, accounting firms, law firms, angel groups and 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.
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.
Enforced at the database, not just the app. Each investor sees only their own data. Multi-tenant isolation that holds up under scrutiny.
Every change attributed and timestamped. Read-only support sessions let advisors look without touching. Soft-archive means an accidental delete can’t break history.
Files live in your Google Drive or OneDrive, with your security policies, backups and permissions. We don’t lock your documents in our cloud.
The assistant proposes; you approve. No data is mutated without your sign-off, and every AI action lands in the same audit trail.
A document trail an acquirer can follow, per-investor scoping, and read-only support sessions. SOC 2 is on the roadmap.
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.
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.
Cap table software keeps a company’s ownership record on one live ledger, including every share issuance, transfer, conversion, option grant and convertible 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.
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 and 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.
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.
Yes. Scenario modeling runs on your live cap table for a priced round, an option pool refresh, convertible conversions or an exit waterfall. It shows exactly who is diluted and who gets paid, to four decimals. Nothing is written to the ledger until you decide to commit it.
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.
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.
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 →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.
Alan Rihm · CEO & Co-founder, Diligence Ready · 1:49
