Diligence - The SaaS Solution

What do investors say?

Before we will look seriously at investing, you need:

• Due diligence done by a previous lead investor OR
• An investor package that justifies our due diligence efforts

If you're serious about getting investment and growing your company:

• You need to provide investors with the information they need to invest.
• You need to provide yourself with the information you need to grow.

Our SaaS solution provides the information they need to invest and you need to succeed.

Diligence™ provides due diligence information for use by executives and investors.

• Coverage includes:
  • Overview: Essentially the same information developed by GWiz™
  • Governance and Management:
    • Underlying Concepts
    • Company History
    • Organizational Structure and Makeup
    • Ethics, Environment, Society, and Governance
    • Leadership Team
    • Stakeholders
    • Other Entrepreneurial Ecosystem Constituents
    • Governance and Management Data Room
  • Marketing and Sales:
    • Elevator Speeches
    • Problem and Solution
    • Customers and Marketing Approach
    • Sales Sieves
    • Competition
    • Sustainability and Impact
    • Sales Capacity and Management
    • Goto Market Matrix
    • Marketing and Sales Data Room
  • Execution and Fulfillment:
    • Fulfillment Team
    • Fulfillment Plans
    • Solution Composition
    • Supply Chain
    • Current Fulfillment Costs
    • At Scale Fulfillment Costs
    • Fulfillment Data Room
  • Intellectual property and special sauce:
    • Overview
    • Patents
    • Trade Secrets
    • Trade Marks and Trade Names
    • Copyrights
    • Other Intellectual Property
    • Special Sauce
    • Monetization of Intellectual Property
    • Intellectual Property and Special Sauce Data Room
  • Financial Situation and Path:
    • Current Financial Situation
    • Financing Approach
    • Current Revenue Streams
    • Projected 5th Year Revenue Streams
    • Current Expense Buckets
    • Projected 5th Year Expense Buckets
    • Current Expense Summary
    • Projected 5th Year Expense Summary
    • Current Investment Request (if any)
    • Past and Projected Future Investment Rounds
    • Financial Summary
    • Financial Data Room
  • Legal and Investment Situation:
    • Overview
    • Regulatory and compliance
    • Founding of the entity
    • Worker and other entity contracts
    • Intellectual property legalities
    • Deal terms
    • Legal and Contractual Data Room
  • Company Summary: This summarizes each of the previous areas on one sentence.
  • Management Statement and Attestations: This is a series of statements the CEO attests to.
  • Risk Review: A summary and drill-down into:
    • ISO 31000:2009 identified risk review
    • Ordinary business risks associated with startups, small businesses, and investments
    • Risks specific to this company and its plan and approach