Plenty of rounds and sales die not at the term sheet but in diligence, when an investor or buyer opens the cupboard and finds it untidy — a messy cap table, missing contracts, numbers that do not reconcile. By then the momentum is gone and the price often follows. The fix is to get the cupboard in order before anyone looks.
We build a structured data room covering the financials, legal, commercial and people records an institutional counterparty will request, surface the issues that would otherwise become red flags, and help you resolve or frame them in advance. We also coach the team on handling diligence questions so answers are consistent and confident.
When diligence becomes a tidy box-ticking exercise instead of an interrogation, deals close faster and on better terms. This work pays for itself in the price you protect and the time you do not lose.
What the engagement includes
- Structured virtual data room
- Document checklist and collection
- Red-flag identification and remediation plan
- Cap-table and records reconciliation
- Diligence Q&A preparation
Often added on
Legal and cap-table clean-up
Financial-records review
Q&A response coaching
