Be ready before
the deal arrives.
Cap table, What-If, board packs, and a diligence room that already shows what is missing — one place to stay ready. Files stay in your Google Drive or OneDrive.
One connected workflow
ConnectedLess reconciliation. More confidence.
When ownership and supporting documents live apart, every question creates another manual check. Diligence Ready keeps the work connected.
Spreadsheet drift
Versions multiply and percentages stop tying out. One ownership ledger keeps the record in a single place.
Separate rooms
A room that sits apart from the numbers explains nothing. Connect the diligence room to the work behind it.
Deadline scramble
See what is missing before someone asks, instead of assembling the answer after the request arrives.
File hunting
Keep files in the Google Drive or OneDrive you already use, and link them where they are needed.
Cap table
Ownership, securities, and transactions on a live ledger.
What-If modeling
Test rounds, dilution, and decisions before you commit to them.
Diligence room
Organize the room and see what is missing before the request arrives.
Your files, your Drive
Link and organize documents that stay in Google Drive or OneDrive.
One place beats a patchwork.
See the difference between a growing stack and a connected workflow.
| The work | Spreadsheet + separate tools | Diligence Ready |
|---|---|---|
| Ownership record | Versions to reconcile | One live ledger |
| Planning a change | A separate model | What-If on your cap table |
| Preparing the room | Search and request by hand | See what is missing |
| Supporting files | Copy into another place | Keep them in Drive or OneDrive |
Start with the question. End with the evidence.
A short path from decision-making to a room you can share.
Model the next move
Explore a round, an option pool, or another scenario in What-If without changing the ledger.
See what is missing
Move to the diligence room and identify the supporting documents still needed.
Find it where it lives
Link files from Google Drive or OneDrive and keep the controls you already have.
Start free. Scale when the book grows.
Users are included in your tier — not added as a per-person line item.
Growth and Scale are coming soon. See full pricing →
See how the pieces connect.
Ready for a cleaner way to prepare?
Start with the essentials and keep your files where they already belong.