Your investors’ lawyers will dig through everything. Find the problems before they do with your free due diligence checklist.
A missing board consent or an unsigned amendment is often the first thing investors’ counsel flags. The checklist walks you through your charter, bylaws and minutes, so the record is complete before anyone asks.
A forgotten SAFE or side letter changes the cap table your new investors are pricing. List every prior financing in one place, so nothing surprises anyone at closing.
A cap table that doesn’t match the signed paperwork can stall a round. Check every grant, certificate and plan document against your numbers before you share them.
One early contributor without a signed invention assignment can cloud who owns your product. Confirm every offer letter, plan and IP assignment is signed and on file.
Investors are buying what you’ve built, and gaps in who owns it can cost you on terms. Pull together your patents, trademarks, domains and licenses, and spot anything that isn’t clearly yours.
A change-of-control clause buried in a customer contract can surface late in the deal. Gather your material contracts and standard forms, so nothing turns up at the last minute.
Out-of-date financials or a missing 409A raise questions about your numbers. Line up your statements, valuation reports and insurance before diligence starts.
An open dispute or a lapsed permit is better disclosed by you than discovered by them. Collect your litigation, permits and regulator correspondence, so you tell the story first.
