Investor readiness for founders

    Be investor readybefore the term sheet lands.

    Most of the time between term sheet and closing goes on due diligence. CapitalSnapshot gets your startup in order first, with a ready data room at the end, so your lawyers spend their hours on the deal instead of on cleanup.

    Free to start, no credit card required.

    Investor readiness
    Checked today
    86
    SCORE
    Investor ready

    3 items to fix before you send this to your lawyer.

    Data room ready42 documents
    Healthy
    Corporate records
    9 of 9
    Articles, registrations, resolutions
    Warning
    Cap table and ESOP
    1 gap
    Option grants not reconciled
    Critical
    IP assignments
    2 missing
    Founder and contractor IP
    Healthy
    Financials
    Checked
    Model matches statements

    When you are ready, our partners take it from here.

    Law firms, accountants and tools we work with. See all founder resources

    FIDEUS
    Notion
    v14
    von Jagow
    Clark Hill
    FIDEUS
    Notion
    v14
    von Jagow
    Clark Hill
    FIDEUS
    Notion
    v14
    von Jagow
    Clark Hill
    The real problem

    The term sheet is not the finish line.

    01

    Everything is scattered.

    Most founders keep a PDF here, a Drive link there, a spreadsheet in email. When the request list arrives, nothing is in one place and nothing is current.

    02

    Your lawyers end up cleaning up.

    Missing IP assignments, an outdated cap table, unsigned resolutions. Fixing them at hourly rates is the most expensive way to do it.

    03

    Deals cool while you search.

    The longer the gap between term sheet and closing, the more room the round has to change.

    SCORE

    Know where you stand.

    Get an investor readiness score for your startup. See what is in place, what is missing, and what investors will ask about first.

    CapitalSnapshot
    Investor readiness score
    86/100
    3 items to work on
    Corporate recordsHealthy
    Cap table and ESOPWarning
    IP assignmentsCritical
    FinancialsHealthy

    Investors will ask about first: IP assignments

    PREPARE

    Get ready for due diligence, with us.

    We work through the gaps with you: cap table, shareholder agreements, IP assignments, employment contracts, ESOP paperwork, board resolutions. When the request list arrives, the answers are already there.

    Due diligence checklist4 of 7 complete
    Articles of associationComplete
    Shareholder agreementComplete
    Cap tableNeeds update
    Founder IP assignmentMissing
    Contractor IP assignments1 of 3 signed
    ESOP plan and grant lettersComplete
    Board resolutions (last 24 months)Complete
    Worked through with youReady to hand to your lawyer
    DATA ROOM

    One data room for investors and their lawyers.

    When diligence starts, share one secure link with everything organised the way the request list expects. See who opened what.

    CapitalSnapshot
    Your data room
    capitalsnapshot.com/dataroom/abc123Copy Link
    One link. That's it.
    Who viewed the link
    SM
    Sarah Mitchell
    Associate, investor counsel
    May 21, 2024
    10:24 AM
    Viewed
    JL
    James Lee
    Partner, Growth Ventures
    May 21, 2024
    09:15 AM
    Viewed
    MB
    Michael Brown
    Analyst, Peak Capital
    May 20, 2024
    04:42 PM
    Viewed
    One secure linkSee who opened what
    TRACK

    Know where your round stands.

    From term sheet to money in the bank, see which step you are on, how long the rest is likely to take, and whether the next move is yours or your lawyer's.

    Seed round
    Term sheet to money in the bank
    Step 2 of 5
    1. Term sheet signed
      Done
    2. Due diligence
      In progressWaiting on you: 2 documents
    3. Closing documents
      Next, drafted by your lawyer
    4. Signing
    5. Money in the bank
      About 6 weeks

    How it works

    1. 1

      Book a readiness call, or run the check yourself.

    2. 2

      Fix the gaps, most urgent first.

    3. 3

      Go to your lawyers with your house in order. Use your own, or choose one from our trusted panel.

    Investor readiness quiz

    Not sure where you stand?

    Five questions, two minutes. See where you stand before your next investor conversation.

    Take the quiz
    “

    Founders spend months getting a term sheet, then months more getting the money. Most of that second wait is paperwork that could have been sorted earlier, for far less. We built CapitalSnapshot so that when your lawyer first opens your files, they are already in order.

    ”

    Trusted by

    soonami
    Founder Institute
    Pricing

    Pricing that fits your raise.

    Every start up is built different. Book a 20-minute call and we will tell you what it takes to get you investor ready.

    Founders
    Preparing to raise, or just received a term sheet.
    Book a readiness call
    Accelerators and incubators
    Get your whole cohort investor ready.
    Talk to us about your cohort
    FAQ

    Frequently asked questions

    Be investor ready before the term sheet arrives.

    A 20-minute call is enough to see what stands between you and closing.

    Book a readiness call