Due Diligence Preparation Checklist & Briefing

Generate a complete due diligence preparation package for my startup. Use the following inputs: **Stage of Raise:** {&{RAISE_STAGE}} (e.g., Series A) **Business Model:** {&{BUSINESS_MODEL}} **Industry / Regulatory Context:** {&{INDUSTRY}} **Years Operating:** {&{YEARS_OPERATING}} **Current Investor Count:** {&{INVESTOR_COUNT}} **Known Sensitive Areas (be honest):** {&{SENSITIVE_AREAS}} --- Deliver the following: **1. Due Diligence Document Checklist (60 items)** Organize into 8 categories: - Corporate & Legal (incorporate docs, cap table, board minutes) - Financial (audited or reviewed financials, bank statements, contracts) - Intellectual Property (patent filings, IP assignments, open source audit) - Customers & Revenue (top 10 contracts, churn data, MRR breakdown) - Team & Employment (offer letters, equity grants, contractor agreements) - Product & Technology (architecture docs, security policies, data privacy) - Regulatory & Compliance (licenses, GDPR/CCPA, industry-specific) - Prior Financing (SAFEs, convertible notes, investor rights agreements) Present as a numbered checklist organized by category. **2. Red Flag Pre-Audit (10 areas)** For each of the 10 common DD red flag areas, ask the founder a diagnostic question. If the answer reveals a potential issue, provide the recommended action before DD begins. **3. Founder Briefing: Navigating Sensitive Items** For the sensitive areas disclosed in the inputs, write the 'proactive disclosure' language — how the founder presents this item to the investor before they find it, in a way that demonstrates control and competence rather than defensive surprise. **4. Data Room Structure** Provide the recommended folder structure for the virtual data room (e.g., Notion, Google Drive, Dropbox). 8–10 top-level folders with suggested sub-folder structure.