What does Diligence Ready do?

Diligence Ready runs ownership, financials, the board, and the diligence room in one place. It covers cap table and equity, funding rounds, scenario modeling, diligence checklists and evidence, watermarked data rooms, financial statements and reporting periods, board management, stakeholder and investor relations, document storage, and an AI assistant.

Where are my documents stored?

In your own Google Drive or OneDrive. Documents live in storage you already own and control, and the file library links them to stakeholders, transactions, diligence items, statements and board materials.

Are data room documents watermarked?

Yes. Every document is watermarked with the viewer's identity, applied server-side. Each recipient gets a personal link, and an access log records who opened which document and when.

Can my accountant or fractional CFO get access?

Yes. Trusted Advisors such as accountants and fractional CFOs get access grants: requested by them, approved by you, time-limited, and revocable at any time. Roles include admin, editor, investor view, and counsel.

Do board members need an account to see the board package?

No. Board invitees use a personal secure link plus a one-time code: no account and no password. Per-document view tracking shows who read the package before the meeting.

The whole platform

Everything an investor asks for, already in order.

Diligence requests arrive at the worst possible moment. This is the complete set of capabilities available today, equity, financials, documents, board, and controlled sharing, so the answer is ready the day it's asked.

Start free → Contact us

Updated July 2026 Everything listed is live The full cap table on every tier

Cap table & equity

Core Six capabilities

Your cap table is calculated from the transactions underneath it, never typed over. When someone asks why a holder owns what they own, the answer is a documented chain of events.

Cap table

Live table derived from underlying transactions
Configurable templates so each audience sees the right view
Version snapshots: take one before a raise or board meeting, and view the table as of that moment
One click to an investor-ready PDF

Transactions

Issuance, transfer, cancellation, conversion, exercise, repurchase
Draft → final → voided, so work in progress never touches live numbers
Commit drafts one at a time, in a batch, or all on a round
CSV import with a preview step before anything commits

Funding rounds

Build a round with per-investor allocations, review it whole, then commit
New issuance and pool allocation
Price by valuation or by price per share
Close and reopen as terms move

Classes & convertibles

Voting rights, anti-dilution (broad, narrow, full ratchet), participation (non-participating, full, capped)
A sensible default set can be seeded
SAFEs, convertible notes and KISS instruments

Grants & vesting

Grants issued individually or in batch; exercise and cancellation
Time, milestone and hybrid schedules; monthly, quarterly or annual
Single- and double-trigger acceleration
Per-row overrides that clear back to "inherits default"

Departures & modeling

Termination & forfeiture with a preview before you commit, reversible if entered in error
What-if modeling: pre-money, raise, new class, pool refresh, convertible inclusion
Exit waterfall at any valuation
Save scenarios and compare two side by side

Diligence

Core

Checklists

Built from templates you control
Status per item: pending, complete, not applicable, not available
Notes on any item

Evidence

Attach documents from your library, or upload straight against an item
AI review checks an attached document against what the item is asking for

Controlled sharing

Diligence contacts and rooms for external parties
Room structure derives from your checklist categories

Data rooms

Admin only

Built on the assumption that a shared link will be forwarded, a screenshot will be taken, and someone will need to be cut off mid-session.

Access control

Each recipient gets a personal link
Access requires a one-time 6-digit code: a forwarded link is useless to anyone else
Expiry dates; revocation takes effect immediately, mid-session

Document protection

Every document watermarked with the viewer's identity, applied server-side
Streamed through the application: guests never receive a link into your drive
Downloads off by default; controllable room-wide and per guest

Visibility & lifecycle

Access log: who opened which document, and when
Delivery tracking on invitations
Revoke, close, archive, delete and restore

Guest experience

Folder browsing, search and sort
Pinned documents
Full-screen in-browser PDF viewer: nothing to download or install

Financials

New

Configuration

Monthly, quarterly or annual reporting
Mark each statement type required or optional
Share-price decimal precision

Statement types

P&L, balance sheet, cash flow
Cap table, AR aging, bank statement
Supporting schedules

Periods

Reporting periods open themselves on schedule
Backfill tool for historical gaps
Per-period slots showing what's filed and what's outstanding

Board management

New

Run the document side of a board meeting inside Diligence Ready instead of over email, with secure, watermarked materials and a record of who actually read the package.

Boards & members

Multiple boards per company
Seven roles from chair to observer
Start dates, term ends, and a flag when a term is ending soon

Meetings

Schedule against a board, with location and agenda detail
Multiple documents in the package and the minutes, reorderable
Team-only notes: visible to your staff, never to invitees
RSVP tracking

Invitee portal

Personal secure link plus a one-time code: no account, no password
Materials watermarked with the member's identity
Session persists so they aren't re-prompted while reading
Downloads off unless you enable them

Engagement

Per-document view tracking: know who read the package before the meeting
Daily digest email to admins

Note

Board invitees can currently open PDF materials in the portal. Word and Excel files can be attached today; in-portal viewing for those formats is coming shortly.

Stakeholders & investor relations

Records

Individuals, entities, trusts and funds
Archive and restore rather than destructive deletion

Investor portal

Invite a stakeholder to see their own holdings
Read-only: nothing they can alter

Communication

Direct chat between company and stakeholders, with unread tracking
Investors request agreement documents; requests land in an inbox you fulfil or dismiss

Files & storage

Your storage, not ours

Documents live in your own Google Drive or OneDrive
Connected once, at Settings → Integrations
One provider at a time

Library

Files link to stakeholders, transactions, diligence items, statements and board materials
Resumable uploads for large documents
Duplicate detection

AI assistant

Ask

Answers questions across stakeholders, classes, rounds and transactions
Scoped to your company alone

Draft

Prepares stakeholders, security classes and funding rounds
Creates draft transactions that don't touch the cap table until a person commits them
Extracts terms from a signed agreement

Limits

Monthly allowance by plan
Unavailable inside read-only advisory sessions

Team, access & Trusted Advisors

Roles

Admin, editor, investor view, counsel
Fixed by design: a permissions model you can't misconfigure won't leak
A reference chart of exactly what each role can do

Membership

Email invitations, resend, revoke
Pause a member without losing their history
One login across multiple companies, with a switcher

Trusted Advisors

Access grants for accountants and fractional CFOs: requested, approved by you, time-limited, revocable
Trusted Advisor firms get their own dashboard and client work queue
Adviser activity appears in your audit log like anyone else's

Security & trust

Specific controls rather than reassuring language. We'd rather tell you exactly what is in place and let you judge it.

Company isolation: Row-level isolation in the database between companies
Audit log: Who did what and when, visible to you in settings
External access: One-time codes valid 15 minutes, 5 attempts, then a temporary lock
Watermarking: Server-side identity watermark on every externally shared document
Revocation: Effective on the next document opened, not at next sign-in
Multi-factor: Authenticator app, with backup codes
Credentials: Encrypted at rest, with key rotation support
Your data: Export your records; delete your account, with safeguards against removing a company's last administrator

Account & billing

New

Subscription

Self-serve upgrade through Stripe Checkout
Billing portal for payment methods, invoices and plan changes
Payment history in-app

Seats

Counted across team members and invited investors
Adding a new person is blocked at the limit: existing people are never cut off
Archiving a stakeholder frees their seat

Platform

Your logo and colors
Sign in with email, Google or Microsoft
In-app bug reporting with status you can follow

Integrations

Service	What it does	Status
Google Drive	Document storage in your own Drive	Live
Microsoft OneDrive	Document storage in your own OneDrive	Live
Google sign-in	Authentication	Live
Microsoft sign-in	Authentication	Live
Claude	The AI assistant, and document review	Live
Stripe	Self-serve upgrades, billing portal, invoices	Live
Resend	Transactional email with delivery tracking	Live
Cloudflare Turnstile	Sign-up abuse protection	Live
Document conversion	Preparing office documents for secure viewing	Live

Everything is live today

Set it up once. Stay ready.

Start free. Adding the people who need to see the numbers is never a line item.

Start free → See pricing