A built-in diligence checklist, every document linked to its transaction — so you always know exactly what's complete and what's missing.
Checklist, not a score
This is a what's-missing list, not a readiness score. You see what's complete and what's still open — so you close the gap before an investor finds it.
Starter list (live categories)
- Corporate & formation
- Cap table & equity
- Financials & tax
- Material contracts
- IP assignments
Templates cover corporate, cap table, financials, contracts, and IP so the list stays concrete.
Attach evidence to the item
Every file ties to the transaction or stakeholder it supports. That habit is what turns a request list into a defendable diligence room.
Maintain it in the background
Keep the room built in the background — so opening it is a permission, not a project. When the term sheet lands, you grant access; you do not start a scramble.
Related guides
See also How to get diligence-ready and What is a data room?.