Build a brief
Specialist profile 2.6
Defined assisted scope

Investment Due Diligence

Identify fit, evidence gaps and questions before an investor meeting.

Analysis, planning & review

Current assisted scope

What does Investment Due Diligence cover?

Current scope is matching and diligence preparation. It is not comprehensive financial, legal or investment due diligence.

Possible deliverables

  • Investor or founder fit assessment
  • Diligence questions
  • Meeting preparation brief

Bring these inputs

  • Investment thesis
  • Founder evidence
  • Known constraints and conflicts

What needs human review?

Before a financial decision, have an appropriately qualified financial, accounting, or legal professional review the relevant assumptions and obligations.

Understand the review process →

Related perspectives

Explore this domain →
2.1Defined assisted scope

Finance, Capital & Investment

Financial Modeling

Understand the assumptions behind rental revenue forecasts.

Current scope

Current scope is rental revenue forecasting and performance scenarios. Full financial statements, tax models and treasury models are outside this scope.

Possible deliverables
  • Revenue scenario model
  • Forecast-versus-actual comparison
  • Assumption register

Analysis, planning & review

2.2In development

Finance, Capital & Investment

Accounting & Financial Controls

Proposed specialty. Make financial records and control responsibilities understandable.

Proposed scope

We haven’t built and tested this specialty yet. You can include it in a brief for a person to scope with you.

Proposed deliverables
  • Proposed reporting requirements
  • Reconciliation workflow
  • Control responsibility map

Proposed specialty

2.3In development

Finance, Capital & Investment

Cash Flow & Treasury

Proposed specialty. Plan how cash needs change over time.

Proposed scope

We haven’t built and tested this specialty yet. You can include it in a brief for a person to scope with you.

Proposed deliverables
  • Proposed cash-flow forecast
  • Working-capital assumptions
  • Liquidity review questions

Proposed specialty