PLAN YOUR PROJECT

What should your
next investor see?

Start with the company, the raise, and the materials you have. Build a project brief you can share with your team as you decide what to prepare.

Core / you manage the content $5,000Signature / we prepare with you $10,000Core → Signature upgrade $5,000

Before you begin

A short overview is enough. Keep confidential investor details, financials, and documents out of this brief.

YOUR PROJECT / WORKING BRIEF

Put the essentials in one place.

Create a short brief to review with your team or adviser. Your entries stay in this page until you download them; this does not send an inquiry.

NameCompany

RoleWork email

Company website

Current funding stagePlanned raise stage

Approximate raise sizeExpected timeline

Engagement of interest

Series Diligence Core — $5,000Series Diligence Signature — $10,000Core → Signature upgrade — $5,000Not sure yet

Existing investor website?Existing VDR?

Approximate number of diligence documentsTell us about your raise

Please do not enter confidential information. This tool creates a file on your device. Your answers are not sent to Series Diligence.