Clear answers before we begin.

We build company-owned investor infrastructure. Core combines an investor-facing website and secure VDR that you manage. Signature combines that platform with access governance, professional document preparation, analysis, and white-glove execution.

Core is $5,000. Signature is $10,000. A Core client can upgrade to Signature at any time for $5,000, bringing the total to $10,000.

No. Series Diligence is an integrated engagement. The purchasing choice is Core or Signature; individual capabilities are not sold separately.

Core is designed primarily for straightforward raises under approximately $2M. Signature is recommended for raises of approximately $2M+ or more complex diligence requirements. These are guidelines, not eligibility rules: a smaller raise can still benefit from Signature.

Core includes the complete technology platform, with 1 administrator and 1 standard investor access level. It is designed for founders comfortable creating folders, uploading documents, organizing their library, and managing their own content. Signature adds governance, preparation, and expertise.

In Core, approved investors receive the same standard investor access within the VDR. Signature includes multiple permission groups and folder/document-level access segmentation where supported, so different investors can receive different materials as the relationship progresses.

Core includes 1 administrator account. Signature includes up to 5 administrator accounts.

No. Core clients manage their own materials. Document reformatting, visual standardization, document-by-document analysis, diligence-readiness critique, strategic recommendations, and initial white-glove VDR preparation are included in Signature.

The Four-Lens Diligence Review considers skeptical, underwriting, risk, and opportunity perspectives, including hostile, base-case, conservative, and optimistic critique where applicable. It identifies inconsistencies, missing information, weaknesses, presentation problems, and likely investor questions, with recommendations for your team to address.

Yes. Upgrade Core to Signature at any time for $5,000. Your existing investor site and VDR form the foundation of the Signature engagement. Core at $5,000 plus the $5,000 upgrade equals $10,000 total; you do not pay for a second full engagement.

Hosting, database, email, storage, domain, and other third-party infrastructure may carry ongoing charges paid by your company. No continuing Series Diligence VDR software subscription is required to keep using your environment.

Yes. Core is designed to visually complement your existing website and brand. Your corporate website can stay where it is while the investor environment lives at a custom domain or subdomain such as investors.company.com. Signature includes more extensive customization.

Your company controls the source code and the applicable domain, DNS, repository, hosting, database, storage, transactional email, analytics, credentials, and company data. Handoff documentation helps your team or developers take responsibility for the environment.

Both engagements include investor login/activity visibility, administrator notifications when investors log in, and document engagement visibility where supported. Activity is an engagement signal, not proof of investor intent or investment likelihood.

Yes. Both engagements include opt-in subscriptions to document updates. Investors choose whether to subscribe; they are not automatically enrolled.

The current document presentation updates, and the current downloadable diligence package regenerates. Current-document/version information is available where supported. This does not imply retention of every historical file version.

Your company and qualified advisers supply and approve the substantive facts. Our review flags questions, inconsistencies, and presentation issues; it does not certify information, guarantee funding, or provide legal, accounting, securities, investment banking, or investment advice.

No. We do not raise money, solicit or introduce investors, broker securities, provide investment advice, guarantee funding, take a percentage of your raise, or charge a success fee.

The engagement scope records the document inventory, implementation requirements, client responsibilities, and delivery schedule before work begins. Timing depends on material readiness and client approvals.