Financial due diligence checklist
Whether you're preparing for a fundraise, navigating your first audit, or simply want peace of mind, this checklist helps early-stage startups avoid common finance pitfalls and build credibility where it matters most.
What’s inside
Get investor-ready with the right financial reports, controls, and documentation.
Know what “ready” really means
Investors and auditors want more than clean reports. They want to see reconciliations, documentation, internal controls, and how your finance function operates behind the numbers.
Avoid the red flags that delay deals
Spot and fix common issues like cash-basis reporting, missing documentation, or revenue recognition gaps—before they show up in diligence.
The right financial reports
Get a list of core financial reports expected in due diligence (P&L, Balance Sheet, GL, Budget vs. Actuals, and more), plus formatting tips and what details matter most.
Learn how to scale confidently
Use the checklist to document processes, assign ownership, and tighten controls so you can scale with confidence and avoid last-minute scrambles.
