Due Diligence Checklist

Due Diligence Checklist is your investor readiness command center. This app helps you systematically gather, organize, and structure all required materials for a smooth and professional due diligence process. Whether you’re heading into your first funding round or preparing for institutional investors, this tool ensures your data room is airtight and ready.

What is Due Diligence Checklist?

Raising capital requires precision, transparency, and structure. This app generates a tailored due diligence checklist based on your company’s details, stage, and investor expectations. It covers everything from financial statements and legal docs to IP assets, team structure, and compliance reports—organized by category, ready for your virtual data room.

Why use this app?

• ✅ Streamlined Fundraising Prep
  Skip the chaos. Centralize your documents, track what’s missing, and stay on top of investor requests with a single, intelligent checklist.

• 📁 Investor-Grade Structure
  Present your company professionally by aligning your materials with what investors expect to see in a due diligence review.

• ⏱️ Save Time & Avoid Rework
  Cut down on back-and-forth. Generate a clear checklist that maps to your company type, funding stage, and specific investor focus areas.

• 🔐 Reduce Risk of Gaps
  Proactively identify missing items, compliance red flags, or weak documentation before investors do.

How it works

1. Input company details
   Share your legal structure, founding date, and any specific investor focus (e.g. data privacy, recurring revenue).

2. Select required documents
   Choose which categories to include: financials, legal, HR, IP, contracts, etc.

3. Receive your checklist
   Get a clean, organized list of documents by section — ready to upload to your data room or share internally.

What you'll need to provide

• Company Details (legal structure, founding year, industry)
• Document Categories (financials, HR, IP, etc.)
• Investor Focus (e.g., growth metrics, compliance, specific formats)
• Fundraising Stage (pre-seed, Seed, Series A, etc.)

Who it's for

• Founders preparing for their first or next funding round
• Operators compiling investor data rooms
• Agencies supporting startups with capital readiness
• CFOs or legal advisors needing a checklist generator