Fundraising Due Diligence Checklist Template

By
YCombinator
YCombinator
1
Worksheets
Fundraising Due Diligence Checklist
Overview

This spreadsheet serves as a Data Room that you can share with your team and investors after signing a term sheet. Having all diligence information and documentation prepared and collected ahead of time can cut as much as a week off of your closing process.

Adapted from a checklist published by Aaron Harris in YCombinator's public Fundraising and Series A libraries. Originally created by Jason Kwon, former GC of YC Continuity, after being involved in "hundreds of financings with nearly every law firm and VC fund in the valley."

https://www.ycombinator.com/library/3h-series-a-diligence-checklist

More templates like this one
Team Objectives and Tasks
The Team Objectives and Tasks template helps you track tasks and their status for one or multiple teams and relate them to short-term and long-term objectives.
Team Objectives and Tasks
The Team Objectives and Tasks template helps you track tasks and their status for one or multiple teams and relate them to short-term and long-term objectives.
Fundraising CRM
The Fundraising CRM template helps you manage your startup's potential investments and fundraising rounds.
Fundraising CRM
The Fundraising CRM template helps you manage your startup's potential investments and fundraising rounds.
Meeting Agenda and Attendees
The Meeting Agenda and Attendees template makes it easy to define meeting goals, lay out a detailed agenda, outline action items, and keep track of attendees.
Meeting Agenda and Attendees
The Meeting Agenda and Attendees template makes it easy to define meeting goals, lay out a detailed agenda, outline action items, and keep track of attendees.
Cap Table with Shareholder Database
This capitalization table (cap table) template includes an integrated database of shareholders, both institutional investors and employees. Easily assign share allocations to the right investor, and then drill down at any time to track and manage information about them. A cap table is designed to show the equity capitalization for a company. Cap tables are most commonly used by startups and early-stage businesses but all types of companies may use them. In general, the cap table is an intricate breakdown of a company’s shareholders’ equity including common equity shares, preferred equity shares, warrants, and convertible equity.
Cap Table with Shareholder Database
This capitalization table (cap table) template includes an integrated database of shareholders, both institutional investors and employees. Easily assign share allocations to the right investor, and then drill down at any time to track and manage information about them. A cap table is designed to show the equity capitalization for a company. Cap tables are most commonly used by startups and early-stage businesses but all types of companies may use them. In general, the cap table is an intricate breakdown of a company’s shareholders’ equity including common equity shares, preferred equity shares, warrants, and convertible equity.
Legal Due Diligence Request List
Streamline your legal due diligence process with this template from Fenwick. Invite everyone involved in the process, attach documents right next to questions, track status, assignees, reviewers, and priorities all from within your spreadsheet. No need for complex integrations or jumping between different tools and data rooms.
Legal Due Diligence Request List
Streamline your legal due diligence process with this template from Fenwick. Invite everyone involved in the process, attach documents right next to questions, track status, assignees, reviewers, and priorities all from within your spreadsheet. No need for complex integrations or jumping between different tools and data rooms.
Quarterly Goals and Tasks
The Quarterly Goals & Tasks template helps you track your team's quarterly goals and relate them to associated tasks.
Quarterly Goals and Tasks
The Quarterly Goals & Tasks template helps you track your team's quarterly goals and relate them to associated tasks.