Due Diligence Checklist

Use this checklist to be prepared for a SaaS finance due diligence process.
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Different lenders will request different items. Some lenders offer a technology platform that allows you to connect to and share financials to help streamline the process.

For those that don’t, we’ve gathered a checklist to help you prepare for funding applications and ensure you’ve included information investors may need to make the decision to fund your growth.

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We believe in relationships and the people behind the products. We are committed to providing founder-friendly, long-term capital over the life of your business.

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A Different Way to Grow!
We believe in relationships and the people behind the products. We are committed to providing founder-friendly, long-term capital over the life of your business.
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