Due Diligence Checklist Matters2

DUE DILIGENCE CHECKLIST

GETTING READY

You have found a few potential investors that are willing to bet on your venture: they’ve told you how much they would be willing to invest but subject to the positive outcome of the Due Diligence. What can you expect from this process?

Well, you should have already done your own internal due diligence, or sell-side due diligence. After all, when you invite someone into your home, you tidy it up before guests show up, not when they are already sitting on your sofa.

WHAT TO INCLUDE IN THE DATA ROOM

You should have gathered in one place all the relevant information, and this oftentimes includes EVERYTHING. Which information would you store in your digital or paper archives if it’s not relevant to the life of your company? But this doesn’t mean that you should just dump everything in one folder: all the files should be properly named and ordered to facilitate their consultation. In truth, your records should already be like this but, if they are not, just take this opportunity to change approach to your administrative duties…

TIDY UP AND MAKE ORDER

Once you have everything in order, you can start uploading your files into a protected virtual data room, where your consultants and potential investors will be able to access it after proper identification. 

At Matters2, we have created a Due Diligence Checklist to help our clients collect all the vital information and avoid leaving something out. It’s a simple pdf file with items on a list that can be flagged once they have been take care of… and we want to share it with you!

DOWNLOAD OUR DUE DILIGENCE CHECKLIST

Download our Due Diligence Checklist here, and if you need help in assessing your situation just drop us a line or book a free consultation with us!

We hope this material will help your company become investment ready

CONTACT MATTERS2

Due Diligence Checklist Matters2

SUBSCRIBE TO OUR NEWSLETTER
TO RECEIVE UPDATES ON NEW ARTICLES

Website's Newsletter Form
Crowdfunding Video ok Matters2

The Crowdfunding Video

Crowdfunding: you put together a video, ready to let your idea off into the investment stratosphere. But what goes in the video?
Midjourney a colorful pie chart seen from the window of a space ship

TAM SAM SOM

Investors are typically well-versed in the market they are investing in, and are likely to scrutinise any claims made about market size and potential. As such, it is important to ensure that…
Early Bird Matters2

Fundraising 101

Managing to raise capital is rarely easy, and can prove to be an uphill battle, even at the best of times. This is the case even though you have a stellar idea…
You Can Get It Matters2

You Can Get It If You Really Want

This tune is not just fun to listen too - it also contains an inspirational message for any entrepreneur. But how does a song about overcoming all odds link to the start-up…

SUBSCRIBE TO OUR NEWSLETTER
TO RECEIVE UPDATES ON NEW ARTICLES

Website's Newsletter Form

Leave a Reply

Your email address will not be published.Required fields are marked *