Pass due diligence, without the 90-day fire drill

DD kills 30% of signed SaaS LOIs, usually for predictable reasons

• Customer concentration discovered late = re-negotiation or walk
• Missing IP assignments from past contractors = legal nightmare
• No SOC 2 = enterprise buyers walk on day 14

Features

• Financial DD (12 items): Revenue recognition, AR aging, cohort analysis, customer concentration, NRR proof
• Legal DD (8 items): Cap table, IP assignments, customer contracts, employment agreements, GDPR compliance
• Technical DD (7 items): Architecture diagrams, security audit, scalability docs, code quality, dependency map
• Customer DD (6 items): Customer interviews, churn analysis, NPS, support metrics, expansion data
• Operational DD (8 items): Team org chart, SOPs, vendor list, process documentation, knowledge transfer plan
• Live document storage: Upload each artifact, mark "ready", auto-sync to Deal Room when buyer requests

How it works

1. Step 1 - Open the checklist: All 40+ items pre-loaded, organized by DD category.
2. Step 2 - Check off as you go: Upload doc + mark complete. Track % progress per category.
3. Step 3 - Share with acquirer: Push to Deal Room, buyer gets a clean DD experience, you get track record of who reviewed what.

FAQ

How early should I start DD prep?

6-12 months before going to market. Items like SOC 2 take 4-6 months alone, don't wait for an LOI.

What's the biggest DD killer?

IP assignments from contractors. 1 in 3 SaaS deals get repriced or killed because past devs never signed proper IP assignments.

Do I really need SOC 2?

Yes if your buyer is enterprise SaaS or PE-backed. No if your buyer is a strategic acquirer in your sector. Costs $15-30K + 4 months.