VC due diligence checklist
4.8/5 with 124 votes
Table of Contents
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Toggle Customer references status
Customer references
Toggle Management references status
Management references
Toggle Company financials (historic) status
Company financials (historic)
Toggle Financial model (projections) status
Financial model (projections)
Toggle Usage and traffic stats status
Usage and traffic stats
Toggle Cohort and churn analysis status
Cohort and churn analysis
Toggle Capitalization table status
Capitalization table
Toggle Previous term sheets and stock purchase agreements status
Previous term sheets and stock purchase agreements
Toggle Sales pipeline status
Sales pipeline
Toggle Sales deck and other sales materials status
Sales deck and other sales materials
Toggle Product roadmap status
Product roadmap
Toggle All substantial contracts status
All substantial contracts
Toggle All company formation documents status
All company formation documents
Toggle Executive team biographies (all key players) status
Executive team biographies (all key players)
Toggle Hiring plan status
Hiring plan
Toggle Full team turnover data status
Full team turnover data
Download or Print this VC due diligence checklist
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Presented by:
Bo Peabody
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Tasks: 16
Details
When talking to VC, an entrepreneur should be prepared to answer some basic questions about his/ her company. According to Bo Peabody, of Greycroft Partners, this is the standard due diligence data request that they use in all dealings with new opportunities. Bo also welcomes entrepreneurs to use the Entrepreneur due diligence checklist when talking to VCs. After all, it is a two-way interaction and it is just as important to know who you are going to do business with.
Who it's for
This VC due diligence checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same VC due diligence steps every time, regardless of who executes
- Save time - reuse a proven VC due diligence workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the VC due diligence checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this VC due diligence checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when VC due diligence comes up again, start from your saved version and run it with clear ownership.
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5 stars
Scores 4.80 with 124 votes