Preview Mode Links will not work in preview mode

Investor Connect Podcast

Investor Connect is for investors interested in learning more about investing in startup and growth stage companies. Experienced investors share their experiences and advice with those who are considering an investment into startups and growth companies. It includes a podcast series of interviews with investors to inform others about the process of funding startups as well as a resource list and a discussion board.  

Topics include sourcing, analyzing, and researching companies. Other topics include valuations, terms Sheets, board of directors, board of advisors, due diligence, syndicates, venture capital, angels, angel networks, family offices, crowdfunding, exits, and more.

Investor Connect is a community program. We welcome your suggestions for speakers and topics which you can send to us through the Contact page. No registration is required to use the resources.  Discussion boards are available to post and answer questions about startups and growth company investing through which registration is required.

Investor Connect is a program under the Texas Open Angel Network which is a 501(c3) non-profit dedicated to the education around startup funding.

Disclaimer: Hall T. Martin is the Director of Investor Connect which is dedicated to the education of investors for early stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

  1. All Episodes
  2. Startup Funding Espresso -- What Investor Docs Are Needed for Due Diligence?

Startup Funding Espresso -- What Investor Docs Are Needed for Due Diligence?

Dec 4, 2020

Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing.

In closing an investor, you’ll need to provide basic documents about the business to prospective investors for their due diligence. 

There are several key documents you need for your diligence box or what some call a data room.

These include:

  • Income statements, balance sheets, cash flows, with assumptions outlined - this shows the current financial status of the business.
  • Discussion of distribution channels as the investor wants to know how you’ll distribute the product.
  • Historical and projected headcount by function and location which is the plan for hiring.
  • Summary biographies of senior management - who is currently on the team.
  • Entity fillings - are you an LLC or C-Corp?
  • List of material patents, copyrights, licenses, and trademarks - which is a summary of the intellectual property.
  • Cap Table - who are the current owners of the stock?
  • Three to five-year financial projections - what is your planned use of funds and projected outcome?

It’s best to gather these documents into one place before you launch your fundraise.


 Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.
___________________________________

For more episodes from Investor Connect, please visit the site at: http://investorconnect.org 

Check out our other podcasts here: https://investorconnect.org/ 
 For Investors check out: https://tencapital.group/investor-landing/ 
 For Startups check out: https://tencapital.group/company-landing/ 
 For eGuides check out: https://tencapital.group/education/ 
 For upcoming Events, check out https://tencapital.group/events/ 

For Feedback please contact info@tencapital.group