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Ready before somebody asks to look.

Diligence rarely fails on the numbers being bad. It stalls because nobody can produce them: the schedule behind a balance, the contract behind the revenue, the reconciliation behind the cash. Getting that together after a term sheet arrives costs weeks at exactly the wrong moment.

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Where it usually goes wrong

The books were never built to be examined

Balances are right in total and have nothing behind them.

The data room is assembled under time pressure

Documents are gathered in a fortnight, so they are inconsistent and incomplete.

Revenue cannot be tied to contracts

The single most common request in diligence, and the slowest one to answer late.

What we do about it

What an engagement includes depends on scope. These are the parts that come up most.

A readiness review first

We go through what a buyer or lender will ask for and tell you what is missing, before you need it.

Supporting schedules built as we close

Each balance carries its backup as a matter of routine, not as a project.

The data room assembled and kept current

Financial statements, reconciliations, contracts and the cap table, in the structure a reader expects.

What we have written about it

Due Diligence: Financial Documents to PrepareRead it → Building a Data Room Before a RaiseRead it → Series A Readiness: A Financial ChecklistRead it → Series A Prep: The Financial GroundworkRead it → How to Prepare Your Finances for an AcquisitionRead it → How Clean Books Affect Your ValuationRead it → The 2026 Series A Bar: What Investors ExpectRead it →

Frequently asked questions

How far ahead should we start?

Three to six months is comfortable. A month is possible and it costs more, because the work gets done twice, once quickly and once properly.

Do you take part in the diligence itself?

Yes. We answer the finance requests directly so your team is not translating between the buyer and the books.

What if the books need cleaning up first?

That is common and it is the honest place to start. We scope the cleanup separately so you can see what the readiness work actually costs.

Other things we get called about

A month-end close that lands on a date Revenue recorded the way a diligence reader expects Several entities, one set of numbers that ties out Controls a small team can actually run See all →

Tell us what the situation is.

We will say plainly whether this is work we should be doing for you, and what it would cost.

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