Overview
Most due diligence failures are not caused by bad businesses — they are caused by unprepared ones. A company that discovers a revenue recognition issue in week 3 of a diligence process loses negotiating leverage at the worst possible moment. A company that has already identified and addressed the issue before the process starts controls the narrative.
The Due Diligence Financial Preparation Prompt builds a systematic pre-diligence audit: every financial issue a sophisticated buyer or investor will find, the severity of each issue, what can be fixed before the process, and how to present what cannot be fixed in a way that maintains credibility rather than destroying it.
What you get: - Financial statement audit: the issues buyers find in 90% of diligence processes - Revenue quality analysis: the questions about revenue recognition, concentration, and sustainability - Cost structure audit: the add-backs that are legitimate vs. those that will be challenged - Data room structure: the exact documents to prepare and in what order - Red flag pre-emption: how to address issues before they are discovered - Management presentation preparation: how to present the financials to a sophisticated audience - Diligence timeline: what happens when, and how to manage the process
Built for: founders and CFOs preparing for a fundraising round, acquisition, or strategic investment — who want to control the diligence narrative rather than react to it.