📋 Due Diligence Prep Checklist

Get your data room organized before investors start digging. Don't let messy docs kill your deal.

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⏱️ Typical Due Diligence Timeline

Week 1-2
Initial document request
Week 2-3
Legal & financial review
Week 3-4
Customer & tech calls
Week 4-6
Final questions & close
🏢

Corporate Documents

Formation and governance

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💰

Financial Documents

Show your numbers

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⚖️

Legal Documents

Contracts and agreements

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💡

Intellectual Property

Protect your assets

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👥

Team & HR

Your people

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Product & Tech

What you're building

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🚩 Red Flags to Fix Before DD

⚠️ Missing IP assignments from founders or early employees
⚠️ Incomplete 83(b) elections for founder stock
⚠️ Customer concentration over 30% with one client
⚠️ Outstanding tax filings or liabilities
⚠️ Inconsistent cap table vs. legal documents
⚠️ Employment misclassification (1099 vs W-2)
⚠️ Expired or missing business licenses
⚠️ Undisclosed related-party transactions

📁 Get the Data Room Template

Download our organized folder structure + document templates