After the Pitch: Preparing for Due Diligence

Your pitch is essential to getting your company noticed by investors–yet entrepreneurs often undermine the momentum of a successful pitch in the next essential step to funding: the due diligence process. How prepared is your company for due diligence? Are your company documents and their presentation as professional and complete as your pitch? What steps can you be taking now to increase the success and reduce the time, effort and expense of due diligence?

This workshop will cover key elements of the due diligence process, and ways to present your company’s documentation in a professional, investor-friendly manner. Content includes:

• Review of the essential company documents and take-away guide
• Legal considerations/do’s and don’ts for entrepreneurs
• Tips for developing and updating due diligence documents – and avoiding weeks of time, expense and revenue loss for your company
• Options for investor access to company documents: privacy, ease of use and document presentation considerations