Equity Cleanup Before a Round: What Investors Check in Due Diligence

What investors look for in your equity and cap table during due diligence, and how to fix the gaps before they do. We cover the fully-diluted picture that combines your share register with outstanding grants, the documentation investors expect, and the common issues that slow a raise or dent your valuation.

What you'll learn

• What investors actually check in the cap table and equity plan during diligence.
• How to build a defensible fully-diluted view that combines the share register with outstanding grants.
• Which resolutions, agreements, and records to have ready before you open a data room.
• The common cleanup issues that delay a round, and how to resolve them early.

Who should attend

Founders, CFOs, and legal or GC leads preparing for a financing round.