Guide

VC Checklist Guide: Everything Investors Expect In Your Data Room

GoingVC · goingvc.com

Written from the investor's side of the table, so you assemble numbers in the order diligence will actually read them.

The question it answers

  1. Can AI build your financial model and get your numbers ready for due diligence?

Read with it

  1. Two decades of proven model templates rebuilt around AI: start from structure that works, customize with Claude or ChatGPT,... hemrock.com Tool Hemrock (formerly Foresight) Taylor Davidson
  2. Model your SAFEs, rounds, and exit waterfall properly so the dilution answer you give investors is actually right. hemrock.com Tool Cap Table and Exit Waterfall Tool Taylor Davidson (Hemrock)
  3. The clearest line on where AI-generated models break in front of investors, from a valuation shop that reviews them for a living. finrofca.com Article AI Can Build Your Startup Financial Model. But It Can't Make It Investor-Ready. Lior Ronen (Finro)
  4. The startup-CFO firm behind hundreds of venture-backed companies lays out exactly what financial diligence will probe. kruzeconsulting.com Guide Finance Due Diligence for Startups: A Guide Kruze Consulting
  5. The stacked-SAFE dilution surprise that ambushes founders at Series A, explained with real numbers before you sign the next cap. kruzeconsulting.com Article How SAFE and Convertible Notes Impact Your Series A Dilution Kruze Consulting
  6. Current market medians for caps and discounts by stage, the sanity check for whatever terms AI helps you draft. waveup.com Guide What Is a SAFE Note? Mechanics, Caps & Dilution Examples Waveup
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