Due Diligence Ready Questionnaire

Name of business: *

Address of business: *

Type of entity: *

Specify type of entity: *

How long has this business been operating? *

How many founders does your business have? *

Do you have employees? *

Yes
No

How many? *

What roles? *

Tech
Product
Sales
Other

Please describe: *

Do you work with contractors? *

Yes
No

How many? *

What roles? *

Tech
Product
Sales
Other

Please describe: *

Please list everyone who owns equity in your company, and what percent they own.

Person 1

Person 2

Person 3

Person 4

Percentage

Total

What does your business do? *

Who is your ideal customer? *

How do you find customers, or how do they find you? *

What problem do you solve for your customers? *

What’s the price point for your product or service? *

How has your business been funded to date? Check all that apply: *

Sales of product or service
Founder’s Personal Funds
Outside Investment
Other

Please describe: *

Do you plan to seek outside investment? *

Yes, looking now
Yes, within the next 1-3 years
No

Who are your target investors? *

What amount are you looking to raise? *

By when would you expect to close? *

What would happen if you didn’t secure this amount? *

Do you have a “moat” that serves as a barrier to entry to competitors? *

Yes
No

Please explain:

Do you (or will you) have registered intellectual property? Please check all that apply: *

Patent
Trademark
Trade Secret
Copyright

What’s the single most important legal question I can answer for you right now? *

What else should I know about your company?

Due Diligence Ready Questionnaire

Please list everyone who owns equity in your company, and what percent they own.

Percentages must sum to 100