Due Diligence Points for Potential Investments

Business plan

Strategy for all key buiness component

Payroll

Principal salary

Where the money will go





Product Overview
Value Proposition
Industry Trends
Market Analysis and Size
Competitive Landscape and Differentiation
Go-To Market Strategy
Stage of Development and Traction
Customer Analysis
Business Model
KPIs (MRR, CAC, Retention, LTV/CAC, Payback)
Financials Model (3 years historical, 3 years projected)
Burn
Valuation Analysis
Balance Sheet (3 years historical, 3 years projected)
Cash Flows (3 years historical, 3 years projected)
Salaries
Team and Board
Ownership
Transaction Summary
Investment Highlights & Risks
DD
Independent Calls
Customer Calls
Board Books