Startup Funding Espresso--Key Documents for Your Due Diligence Box

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Investor Connect Podcast

Business


Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. You’ll need to gather your basic company documents for investors to review. In preparing a due diligence box also called a dataroom, there are basic documents to include: Income Statement and Balance Sheet Three to five year financial forecast Cap Table including shares outstanding Entity filings (LLC or C-Corp, etc) including Articles of Incorporation Intellectual Property filings including patents, trademarks, etc. C-level team resumes Most early-stage companies don’t have lawsuits, years of tax returns, and other baggage that comes with time.  There may be other documents you may need to add based on your situation. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.Let’s go startup something today.-----For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group