Diligence Ready keeps the work done in advance. So when the term sheet lands, you're not preparing — you're already prepared.
What sell-side due diligence is
On the sell side, you are the company (or the advisor running the book) answering a buyer's diligence request. The job is to show ownership, financials, contracts, and IP in an organized place — not to assemble a weekend folder dump after the offer lands.
Why the scramble kills deals
When the room opens cold, weeks vanish into hunting for documents, reconciling numbers, and answering the same questions twice. Momentum stalls, and a stalled deal is a deal at risk.
A practical request list
Start with the live diligence categories Diligence Ready uses:
- Corporate & formation
- Cap table & equity
- Financials & tax
- Material contracts
- IP assignments
The room is a what's-missing list
A live list of what's complete and what's still missing — so you close the gap before an investor ever finds it. Reviewers see an organized index, not a folder dump.
Files stay in your Drive
Files can live in your Google Drive or OneDrive — your policies, your backups, your permissions — while the room organizes and references them.
Open with What-If before price talks
Price the next round, refresh the option pool, or run an exit waterfall against your live cap table — in minutes. Then show what is still missing. The cap table is the ledger under that work.
If you advise more than one company, see For Partners.