UK investment specialists
Due Diligence Checklist
Know what investors are likely to spot
A practical checklist for founders preparing for VC and institutional funding rounds - cap tables, IP ownership, compliance, tax readiness and data room best practice, all in one place.
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What you'll learn:
What investors scrutinise
The nine areas VCs and institutional investors dig into during diligence - from your pitch deck and cap table through to IP ownership, contracts, compliance and tax readiness.
Where founders lose time
The most common gaps - unassigned IP, undocumented equity promises, missing HMRC notifications - and how to close them before they're raised.
How to walk in prepared
How to build a clean, structured data room that acts as a single source of truth for ownership, so diligence speeds up instead of stalling your raise.
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Your funding journey, in one place.
Everything you need before, during and after your raise.
Clean your cap table, update company records and organise investor documents before you raise.
Apply for advance assurance and get guidance and full management of all HMRC correspondence.
Create an investor-ready pitch deck and showcase your opportunity with a dedicated data room.
Model ownership changes, issue shares and manage stakeholders after investment.