Debt and financing structure advisory

Capital readiness assessment

These questions establish how prepared the company is for institutional diligence. The result is a preparation gap list. It says nothing about whether capital is available to you, or on what terms.

Step 1 of 3

0 of 9 questions answered

Corporate position

Diligence begins with the cap table and the corporate record.

Is your cap table accurate and documented?

Yes, fully documented and reconciledBroadly known but not fully documentedThere are unresolved or disputed holdings

Are board approvals and share issuances properly recorded?

Yes, minutes and resolutions are completeThere are gapsI am not sure

Are there convertible instruments or side letters outstanding?

NoYes, and all are documentedYes, but the terms are unclear or scattered

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