Fictional sample. Explore and change the inputs; nothing here is saved or sent. Start your own plan →
Northstar (fictional sample)
Diligence
Keep diligence moving · 1 of 4
Add the right checklist
Choose the stage you are in and add the missing steps. Existing tasks stay in place; matching steps are not duplicated.
Use the real sample controls below. You can explore freely; this guide does not alter your inputs.
The right checklist for this stage.
- Define the milestone this round funds
- Reconcile ask, cash gap and hiring dates
- Attach sources to the three most important claims
- Check the deck and raise memo use the same numbers
Existing tasks are kept; matching steps are not duplicated.
Investor requests
Track who asked, who owns the response and whether it is resolved. Sending a document does not mean the investor has accepted it.
Keep the process moving.
Your document index
Keep links to your documents here. Access permissions remain with your document provider; adding a link does not grant anyone access.