Be ready before the raise starts.
Readiness is a maintained state, not a pipeline to track. Ownership, financial evidence, governance materials, and diligence documents stay organized as you operate, so they're already in place once fundraising conversations begin.
Readiness dashboard
Last reviewed todayAssembling records under a deadline costs more than the time it takes.
Reconstructing a cap table, chasing down old agreements, and pulling financials together once conversations have already started competes directly with the raise itself, and a rushed record is more likely to have gaps that surface later.
A readiness model kept current beforehand avoids that tradeoff entirely.
Maintain records. Model decisions. Assemble diligence. Share securely.
The same four stages, run continuously rather than compressed into the weeks before a raise.
Maintain records
Ownership and financial evidence kept current as you operate, not reconstructed on demand.
The cap table →Model decisions
See the ownership effect of a round before you're negotiating it live.
Scenario modeling →Assemble diligence
Documents organized against a checklist matched to what a request will ask for.
Startup diligence →Share securely
A controlled data room, built from records you already keep current.
The diligence room →The number you share is the number you can defend.
Every issuance, transfer, and grant is logged and linked to the agreement behind it, with a version history behind every number on the table.
The cap table →Capitalization – fully diluted
Live · v41| Stakeholder | Class | Ownership |
|---|---|---|
| Founders (2) | Common | 48.6% |
| Catalyst Ventures | Series A | 20.1% |
| Greenfield Capital | Seed | 13.3% |
| Option pool | Reserved | 14.0% |
Statements and board materials, kept current, not assembled.
Reporting periods track the statements investors will ask for, and board materials stay organized alongside them, so they're already current rather than pulled together on request.
Financial evidence
Current periodA checklist that matches what a request will ask for.
Documents are organized against a checklist, and shared through a controlled data room once you're ready. Your files stay in your own Google Drive or OneDrive; Diligence Ready links and organizes them.
Diligence checklist
In progressStart with the checklist, then keep it current.
Founders get ready. Advisors help them stay that way.
Founders
Work through the readiness model yourself and know what's still open before conversations start.
For founders →CFOs, advisors & accountants
Check readiness across every client you support, and flag what's open before a raise begins.
For practitioners →More on getting ready.
Be ready before the raise starts.
Keep ownership, evidence, and documents organized as a habit, so they're already in place when conversations begin.