Glossary

Due diligence

Due diligence is the review of information about a company, fund, sponsor, or transaction before a decision. It can cover business, financial, operational, and legal matters.

Why it matters to a capital raiser

I prepare consistent records and answer questions directly so investors can evaluate the opportunity.

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How do I prepare for investor due diligence?

A term can mean something different in a particular deal, so read it with the governing documents. General education only. Not legal, tax or investment advice.