Initial / Prospect Access
- Pitch deck
- Executive summary
- Market information
- High-level plans
Your diligence process, prepared for you. The complete engagement: investor infrastructure, access governance, document transformation, analysis, and white-glove preparation.
DEFINED ENGAGEMENT$10,000
WHAT IS INCLUDED
Everything in Series Diligence Core
Fully customized investor experience with more extensive visual and information-architecture customization
Up to 5 administrator accounts
Multiple investor permission groups and different levels of diligence access
Folder/document-level access segmentation where supported
Diligence information architecture and white-glove initial VDR organization
Professional document reformatting and consistent visual presentation
Document-by-document review and diligence-readiness analysis
Four-Lens Diligence Review and strategic recommendations
Identification of inconsistencies, weaknesses, missing information, and likely investor questions
Final readiness review before investor access and higher-touch implementation
System Owner’s Guide, Technical Operations & Recovery Guide, and 30 days of post-launch support
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. The agreed engagement scope defines the document inventory, supported access segmentation, and implementation requirements.
SIGNATURE · ACCESS GOVERNANCE
The right materials.
For the right stage of the conversation.
Assign investors to permission groups as the relationship progresses. Signature supports multiple access segments, with folder/document-level restrictions where supported. Core gives every approved investor the same standard access to the VDR.
Diligence Access
- Initial materials above
- Financial materials
- Research
- Operating and additional diligence materials
Advanced / Final Diligence
- Selected prior-stage materials
- Sensitive corporate documents
- Detailed financial information
- Legal materials and restricted contracts
Illustrative groups and materials—not fixed group names or automatic access rules. Your company determines which investors can see each permitted set of materials.
SIGNATURE · THE FOUR-LENS DILIGENCE REVIEW
Four perspectives.
One stronger diligence package.
Document-by-document analysis considers the hostile, base-case, conservative, and optimistic perspectives where applicable. We identify missing information, conflicting claims, weak presentation, and questions an investor is likely to ask, then provide strategic recommendations for your team to address.
Skeptic Lens
What will they challenge?
Underwriting Lens
Does the case hold together?
Risk Lens
What could concern them?
Opportunity Lens
What are you underselling?
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. Core does not include document formatting, analysis, or this review.
CORE → SIGNATURE
Start where you are.
Upgrade when you’re ready.
As your next raise grows or diligence becomes more complex, upgrade your existing Core environment to Signature at any time for $5,000—simply the difference between the packages. Your investor site and VDR become the foundation for the Signature engagement.
Core $5,000+Signature upgrade $5,000=Total $10,000
Explore Signature OWNERSHIP AFTER HANDOFF
Your environment.
Your ongoing control.
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.
Your team or developers can operate the delivered environment. Any future support is separately agreed; it is not required simply to retain access to the product.
FOR YOUR LEADERSHIP TEAM
Operational confidence,
without the technical noise.
Your CEO, CFO, and operating team receive a working environment, clear control, practical workflows, and a defined support period.
System Owner’s Guide
Practical guidance for operating your investor environment, administering access, maintaining materials, and understanding your accounts and third-party costs.
Final readiness review
Review of the prepared library, presentation, access structure, and open questions before investor access.
Up to 5 administrators
A team can share responsibility for investors and materials, with clearly assigned operating responsibilities.
30 days of post-launch support
A defined period for launch questions and covered implementation issues.
FOR YOUR TECHNICAL TEAM
Built to be understood.
Designed to be transferred.
Documentation never contains passwords or secret credentials. It gives a competent technical team the context to assume responsibility without depending on Series Diligence.
Technical Operations & Recovery Guide
Infrastructure map, source and deployment instructions, environment-variable inventory, credential rotation, maintenance, and provider dependencies.
Client-controlled accounts
Source repository, hosting, domain/DNS, database, storage, and email accounts applicable to the implementation.
Data and recovery inventory
What is stored where, which backup or export procedures are actually configured, and the restoration steps and limitations. Independent automated backups are not implied.
Transfer to your technical team
The source and documentation give a competent developer the context to assume responsibility. Secret values are transferred securely, not embedded in documentation.
THE OUTCOME
Infrastructure, control, preparation, and expertise—brought together before your investors enter.
YOUR NEXT INVESTOR CONVERSATION
Give them a better
place to start.
Bring your company, your materials, and the raise ahead. Choose the investor environment your team can manage—or the complete preparation engagement.