Turn startup diligence into a maintained workflow.
Diligence isn't just files in a folder. It's ownership, financial, governance, legal, IP, and go-to-market evidence, kept organized and current so a request finds status and gaps you already know about, not a scramble to assemble.
Diligence checklist
In progressNo two requests ask for exactly the same thing.
An investor, an acquirer, and a lender each ask for a different mix of documents, and the list changes by deal type. Request lists vary; this reflects common categories, not a fixed or legally complete list for any specific request.
Organizing evidence by category ahead of time means most of any given request is already covered.
Six categories, organized on an ongoing basis.
Ownership
Cap table, security agreements, and equity grants, reconciled and current.
Financial
Statements and financial evidence tracked on a reporting cadence, not assembled once.
Governance
Board minutes, consents, and corporate records kept in one organized place.
Legal
Material contracts and agreements organized alongside the rest of the record.
IP
Assignments and registrations tracked so open items are visible before they're asked about.
Go-to-market
Customer and pipeline evidence organized alongside the rest of the diligence record.
See what's covered and what's still open.
Each category shows status against a checklist, so gaps are visible on an ordinary day, not discovered mid-request. This is a workflow for maintaining evidence, not only a place to upload files.
- ✓ Documents organized by category, matched to a checklist
- ✓ Status and open items visible at a glance
- ✓ Kept current as records change, not assembled once
Category detail: IP & legal
6 of 8Share the organized record, not a loose folder of files.
Once a category is organized, it's ready to share through a controlled diligence room. Files stay in your own Google Drive or OneDrive; Diligence Ready links and organizes them without taking custody of the documents.
Founders organize. Advisors help keep it that way.
Founders
Keep your own diligence record organized between rounds, not just before one.
For founders →CFOs, advisors & accountants
Check diligence status across every client you support, and flag gaps before a request arrives.
For practitioners →Read more on how diligence works.
More on staying ready.
Turn startup diligence into a maintained workflow.
Organize evidence by category, keep it current, and share it through a controlled room when you're ready.