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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's inside the guide

What you'll learn:

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What investors scrutinise

Key diligence areas

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.

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Where founders lose time

Common gaps that delay rounds

The most common gaps - unassigned IP, undocumented equity promises, missing HMRC notifications - and how to close them before they're raised.

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How to walk in prepared

Build your data room

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.

How easyStorage scaled locally with simplified operations

"The platform gives us the flexibility to evolve as we grow; whether it’s incentivising leaders, bringing in new franchisees, or managing investment rounds. It means we can focus on execution, knowing the equity side is handled properly."

Tim Slesinger
CEO · easyStorage
PROCESS

Your funding journey, in one place.

Everything you need before, during and after your raise.

1
Step 1
Prepare

Clean your cap table, update company records and organise investor documents before you raise.

2
Step 2
Apply

Apply for advance assurance and get guidance and full management of all HMRC correspondence.

3
Step 3
Raise

Create an investor-ready pitch deck and showcase your opportunity with a dedicated data room.

4
Step 4
Complete

Model ownership changes, issue shares and manage stakeholders after investment.

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