Ready for the room before you walk in
Investors decide on preparation as much as promise. Assemble the materials, the cap table and the data room first.
Investor readiness
Derived from your bankability, digital and AI readiness — the three things diligence tests first.
Investment checklist
- •Entity in good standing with clean corporate records
- •Cap table current, including all SAFEs and notes
- •Two years of financial statements and a forward model
- •Customer contracts and revenue concentration documented
- •IP ownership assigned to the company
- •Data room organized before the first investor call
Pitch materials
Investor one-pager
TemplateProblem, solution, traction, team, ask — on a single page.
Ten-slide pitch deck
The standard structure institutional investors expect.
Financial model template
Three-statement model with assumptions you can defend.
Cap table and structure
Cap table starter
Founders, options, SAFEs and notes tracked in one place.
Entity and governance review
Structure, board and voting terms investors will inspect.
Option pool planning
Sizing equity for the team you still need to hire.
Data room and diligence
Data room checklist
ChecklistCorporate, financial, legal, customer and IP documents in the expected order.
Due diligence question bank
The two hundred questions that come up most, with prep guidance.
Customer reference pack
How to prepare references without burning goodwill.
Sample templates and checklists. Document storage and sharing connect to your business vault in a later release.