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Due Diligence Checklist
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Document NameCategoryDescriptionStatusData Room Location or LinkOwnerLast Updated
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Pitch DeckCompany OverviewA concise presentation outlining the business and key pointsIn ProgressPitch Deck | PDF2024-06-01
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Executive SummaryCompany OverviewA one-page summary of the businessCompleteBusiness Plan 20242024-06-02
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Market Research ReportMarket AnalysisDetailed analysis of the target marketCompletePage 25 | Business Plan 20242024-06-03
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Competitive AnalysisMarket AnalysisKey competitors, their strengths, weaknesses, and competitive advantageCompletePage 29 | Business Plan 20242024-06-04
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Product RoadmapProduct InformationTimeline of product development stages, milestones, and future featuresIn ProgressGannt Chart | Trello2024-06-05
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Technical DocumentationProduct InformationDetailed description of technology stack, architecture, and specsCompleteVibesbnb Tech Stack | Project Scope 2024-06-06
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User Guides/ManualsProduct InformationDocumentation or guides for users on how to use the productCompleteHost Onboarding Guide |Tango Guides | Vibesbnb2024-06-07
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Financial Model/ProjectionsFinancial DocumentsFinancial forecasts including revenue, expenses, and cash flowN/A2024-06-08
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Historical FinancialsFinancial DocumentsPast financial statements (if any)Complete2021 - 2023 Data | Rows2024-06-09
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Cap TableFinancial DocumentsDetailed ownership breakdown of sharesCompleteCap Table | 20242024-06-10
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Budget & Use of FundsFinancial DocumentsDetailed budget outlining planned expenditures and resource allocationN/AVibesbnb | Use of Funds2024-06-11
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Incorporation DocumentsLegal DocumentsArticles of incorporation, bylaws, and any amendmentsCompleteIncorporation Documents2024-06-12
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Operating AgreementLegal DocumentsAgreement detailing management structure and operating proceduresCompleteOperating Agreement2024-06-13
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IP DocumentationLegal DocumentsPatents, trademarks, copyrights, and related filingsN/AIP Documentation2024-06-14
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Employee AgreementsLegal DocumentsEmployment contracts, NDAs, and other agreements with employeesN/A2024-06-15
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Advisor and Consultant AgreementsLegal DocumentsContracts and agreements with advisors and consultantsN/A2024-06-16
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Customer ContractsLegal DocumentsKey contracts with customers, including terms and conditionsN/A2024-06-17
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Team BiosTeam InformationDetailed bios of founders and key team membersN/ATeam Bio's2024-06-18
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Organization ChartTeam InformationVisual representation of company structureDraftOrganizational Chart2024-06-19
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Go-to-Market StrategyOperational DocumentsPlan outlining strategy for launching and marketing the productN/ADigital Action Plan | Marketing Strategy | page 522024-06-20
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Sales StrategyOperational DocumentsDetailed plan for sales activitiesDraftSALES STRATEGY | Page 37-49| 2024-06-21
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Marketing PlanOperational DocumentsComprehensive plan covering marketing strategies, channels, and tacticsDraftMarketing Strategy | Page 522024-06-22
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Customer Feedback & TestimonialsOperational DocumentsCompiled list of customer feedback, testimonials, and support for the productN/ACustomer Testimonials2024-06-23
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Risk Assessment ReportRisk AssessmentIdentification and analysis of key risks and mitigation strategiesN/APage 16 | Business Plan 20242024-06-24
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SWOT AnalysisRisk AssessmentAnalysis of strengths, weaknesses, opportunities, and threatsN/APage 30 | Business Plan 20242024-06-25
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Previous Investor CommunicationsInvestor RelationsRecords of past communications with investorsN/A2024-06-26
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Term SheetInvestor RelationsTemplate for the term sheet to be used during investment negotiationsDraftSAFE YC TERM SHEET2024-06-27
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Tech Stack
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