01 · Deal setup
Define the diligence standard before the request list arrives.
The requirements change by stage, round, business model, and exposure. Set the context so the workspace can separate what is required from what is irrelevant.
Feldman coaching: The pitch earns interest. The data room protects trust, valuation, and time between the term sheet and the wire.
02 · Readiness inventory
Track every applicable item by status, owner, and freshness.
Presence is only the first test. A document can exist and still be stale, inconsistent, unreviewed, or dangerous.
03 · Reconciliation & risk
Find the contradictions before the investor does.
Most diligence damage comes from inconsistencies, surprises, and unowned explanations—not simply missing PDFs.
Feldman coaching: A disclosed issue can be managed. An issue discovered by someone else becomes a trust problem.
04 · Diligence request tracker
Turn every request into an owned, reviewed response.
Track what was requested, who owns it, what was shared, and what remains unresolved.
| Request | Requester | Owner | Due | Status |
|---|
05 · Readiness brief
Your closing-readiness position and next moves.
A clear view of what exists, what has been verified, what could threaten the process, and who owns the work.