Don't let diligence kill your round
A cap table that does not reconcile. A missing IP assignment. ARR that falls apart when an investor recomputes it. These are the things that stall a term sheet or drop your valuation, and they surface at the worst possible moment. The Fundraise Readiness Audit finds them first, so you fix them on your timeline instead of the investor's.
We check your readiness for due diligence and show you exactly what is missing
We review your company the way an investor's diligence team will, then hand you the full list of the information investors ask for that you do not yet have. If you want, we can help you prepare those items afterward as a separate engagement.
We assess your readiness
A 25-point review across the six pillars an investor's diligence covers: cap table, IP, financials, metrics, data room, and fundraise readiness.
We show you what is missing
You get the complete, prioritized list of the documents and information investors will request and that you do not yet have.
We can help you prepare it
If you would like the missing pieces built for you, the Data Room & Diligence Sprint prepares them to institutional standard - a separate, optional engagement.
The third step is optional. See the Data Room & Diligence Sprint.
What it is, and who it is for
An investor's diligence review, run on your terms, before you open the round.
What it is
A fixed-scope, 14-day audit that scores your company on 25 points across the 6 pillars an investor's diligence team will examine. You get a written go/no-go report that names the exact issues a lead investor will catch, from cap table problems to un-reconciled financials, along with the fix for each one. It is diagnosis and a remediation plan, not a sales pitch.
Who it is for
Founders raising in the next 3 to 6 months who would rather find their own gaps than have an investor find them. If you are preparing a seed or Series A round and want to walk into diligence knowing your numbers, documents, and cap table will hold up, this is built for you. If you already know something is off and want a clear-eyed second read, even better.
The 6 diligence pillars we score
25 points in total. This is the checklist an investor's diligence team works through, so it is the checklist we work through first.
Cap Table & Ownership
The number one deal-slower. We stress-test your cap table the way a lead investor's counsel will.
- Fully-diluted ownership reconciled to signed documents
- Option pool sizing and unallocated grants
- SAFE and note conversion modeled at your target price
- Vesting, cliffs, and any acceleration triggers
Corporate & Legal Standing
Entity structure and housekeeping that must be clean before a term sheet, not after.
- Incorporation, good standing, and board consents
- Founder and employee IP assignment agreements
- Missing 83(b) elections and stock purchase paperwork
- Prior financing docs consistent with the cap table
Financials & Accounting
Where un-reconciled books quietly torpedo a round. We check what a Quality of Earnings review would.
- Bank-to-ledger reconciliation and clean trial balance
- Accrual vs cash basis consistency
- Contractor vs employee classification exposure
- Related-party transactions surfaced and documented
Revenue Recognition & Metrics
Investors verify your metrics before they verify your story. Your ARR must survive the recomputation.
- ASC 606 revenue-recognition treatment
- ARR, MRR, and churn defined and reproducible from raw data
- Bookings vs billings vs recognized revenue reconciled
- Gross margin and unit economics that hold up
Model, Forecast & Runway
The model behind the ask. We check whether the numbers you are raising against are defensible.
- Forecast assumptions tied to historical actuals
- Runway and burn multiple at current and post-raise spend
- Use-of-funds mapped to the raise amount
- Sensitivity on the two or three assumptions that matter
Data Room & Diligence Prep
The last mile. A disorganized data room signals risk before an investor reads a single number.
- Data room index against a standard investor checklist
- Missing, stale, or contradictory documents flagged
- Contracts, tax filings, and IP records accounted for
- Diligence question list you will be asked, pre-answered
What you get
Six concrete deliverables. No vague scorecard, no generic report.
A 25-point investor-readiness score, graded across all 6 diligence pillars, so you know exactly where you stand out of 25
A written go/no-go report that states plainly whether you are ready to open a round and what has to change first
A prioritized red-flag list ranking every issue by how likely it is to slow or kill a term sheet
The specific fixes for each red flag, with owners and effort noted, so your team knows what to do Monday morning
A data-room gap list mapped to a standard investor checklist, so nothing is missing when diligence starts
A 60-minute readout call to walk through findings and prioritize the remediation path
One price. No range.
You know exactly what this costs before you start, and it pays for itself if you go further.
One fixed fee. 25-point score, 6-pillar review, written go/no-go report, and a live readout, delivered in 14 days.
Credited against your first retainer invoice if you engage us within 90 days.
How it works
Three steps, 14 days, no surprises.
Kickoff & Access
A 45-minute kickoff to understand your raise, then secure read access to your cap table, accounting system, data room, and key contracts. We send one consolidated request list so you are not chasing documents for two weeks.
The Audit
We score all 25 points across the 6 pillars: we check whether your financials and cap table reconcile, recompute your headline metrics to see if they hold, and pressure-test the model, exactly the way a lead investor's diligence team will. This stage is diagnostic - you get progress checkpoints, not silence.
Report & Readout
You receive the written go/no-go report and readiness score, followed by a 60-minute readout call. You leave knowing whether to open the round now or fix a short list of issues first, with the fixes already prioritized.
Frequently asked questions
The four things founders ask before they book.
What exactly do I walk away with?
A written go/no-go report, a 25-point investor-readiness score across the 6 diligence pillars, a prioritized red-flag list with the specific fix for each item, a data-room gap list, and a 60-minute readout call. It is the same lens a lead investor's diligence team uses, run before they run it, so you fix problems on your timeline instead of theirs.
Is the $3,500 really creditable toward a retainer?
Yes. If you engage us for a fractional CFO retainer within 90 days of the audit, the full $3,500 is credited against your first invoice. The audit is designed as the front door to a longer relationship, so we make the on-ramp painless.
Who is this for, and who is it not for?
It is built for founders planning to raise in the next 3 to 6 months who want to find their own gaps before an investor does. It is not a fundraising service and we do not introduce you to investors. We make sure that when you do reach them, your diligence holds up. Across the startups we have supported we have secured over $5M in non-dilutive funding at an 85% approval rate, which means we know what disciplined diligence looks like.
How is the work delivered and how long does it take?
Fourteen days from kickoff. The work is led by an ACCA-qualified operator who has taken founders through investor due diligence, not handed to a junior analyst. You get progress checkpoints during the audit and a live readout at the end, not just a PDF over the wall.
Where the audit leads
The audit is the diagnosis. When you are ready to fix what it finds, here is what comes next.
Data Room & Diligence Sprint
Fix the gaps the audit surfaced and build an investor-ready data room fast, so diligence moves at your pace instead of stalling.
Fractional CFO Retainer
Ongoing financial leadership through the raise and beyond. Your $3,500 audit fee is fully credited toward the retainer within 90 days.