Venture Diligence
OFFERING OVERVIEW
Investor-grade diligence for venture rounds, delivered at the pace the round demands. Our team runs the transaction-level analysis, cash flow modeling, and data gathering through AI-enabled workflows, so our senior professionals spend the compressed timeline on the judgment calls that pressure-test revenue quality, gross margin, customer ramp, and cash runway, the calls that can change round size, equity, or board seats.
Included capabilities
Proof of Cash
Confirms bank activity reconciles to the reported financials, the baseline that validates completeness. Effectively required on every engagement.
Quality of Revenue (QoR)
Revenue restated under ASC 606 with revenue-by-customer, MRR/ARR trends, churn and retention, and customer concentration.
Customer Ramp and Implementation
Analysis of how quickly customers move from signed contract to live to full capacity, key for CARR-based underwriting.
Gross Profit Margin
Vendor and payroll analysis to confirm gross margin is correctly stated and catch costs that need reclassing.
Future Cash Flow Analysis
Models forward cash flows and runway for liquidity-sensitive deals and venture checks.
Balance Sheet Pulse
Red-flag review of working-capital accounts to assess whether the balance sheet is correctly stated.
Finance Team Assessment
Assesses the sophistication of the target's finance team with recommendations for next steps.
FDD Findings Report
Investor-grade summary of the financial diligence findings, usable by the deal team, sponsor, LPs, lenders, and insurers.
