Engagement

Investor Diligence Support

Independent control and financial-process briefings for fintech management teams entering equity or credit diligence rounds.

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For

CFOs and founders facing Series A–C or private credit diligence.

Result

Cleaned control narratives, reconciled metric bridges, and a Q&A brief for investor calls.

Duration

2–4 weeks intensive

Delivery

Remote data-room review with one on-site Q&A day

Fees

Quote based on data-room scope

Preparation

Grant read-only data-room access and nominate a single diligence coordinator.

Included

  • Data-room control folder review
  • Metric bridge checks for reported KPIs tied to ledgers
  • Prepared answers for common control questions
  • One half-day live Q&A coaching session

Not included

  • Valuation opinions
  • Acting as sell-side advisor

Constraints: Turnaround depends on data-room completeness at kickoff.

How the engagement runs

Inventory

Catalogue control and finance materials already in the data room.

Reconcile

Test whether headline metrics tie back to books and operational extracts.

Brief

Coach management through likely diligence questions with documented answers.

Request diligence support

Share your product perimeter and preferred start month. We reply within two business days with scoping questions.

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