Prepare for investor due-diligence with the Fundraise-readiness Sprint.
|
|
|
|
|---|---|---|---|
| Books & Financials | |||
Books reconciliation & cleanupAccounts matched, transactions categorized, payroll reconciled |
✓ | ✓ | ✓ |
GAAP-compliant monthly statementsP&L, balance sheet, and cash flow for the diligence period |
12 mo. | 24 mo. | 24 mo. |
Revenue recognition reviewRecognition confirmed to match your contract structure (recurring, milestone, usage-based) |
✓ | ✓ | ✓ |
| Financial Model | |||
18-month operating modelRevenue build-up by cohort or channel; headcount plan tied in; assumptions documented |
— | ✓ | ✓ |
Downside scenario modelingBase case and downside scenario; burn and runway implications clearly shown |
— | ✓ | ✓ |
Model walk-through sessionLive session to walk assumptions and prep for investor questions on the model |
— | — | ✓ |
| Unit Economics | |||
CAC & LTV by channelBlended and broken out; payback period calculated; churn assumptions made explicit |
— | ✓ | ✓ |
Net Revenue Retention & cohort analysisNRR calculated; cohort data formatted for investor presentation |
— | ✓ | ✓ |
Gross margin by product lineSegment-level margins identified, documented, and benchmarked |
— | ✓ | ✓ |
| Cap Table & Legal | |||
Fully diluted cap table reviewAll SAFEs, convertibles, options, and warrants reflected and verified |
✓ | ✓ | ✓ |
Legal document checklist & gap reportIP assignments, employment agreements, corporate minute books audited |
✓ | ✓ | ✓ |
SAFE & convertible note reviewTerms verified; unusual provisions flagged before investor review begins |
— | ✓ | ✓ |
| Data Room | |||
Data room structure & setupCorporate, financials, legal, product, customers, and team sections organized |
— | ✓ | ✓ |
Document collection & organizationAll diligence documents named, organized, and access-controlled |
— | ✓ | ✓ |
| Pre-Raise Risk Review | |||
Tax compliance checkFederal, state, and sales tax exposure identified and documented |
✓ | ✓ | ✓ |
R&D tax credit identificationUnclaimed credits surfaced; filing strategy outlined |
— | ✓ | ✓ |
Deferred revenue & billing auditAnnual contracts, upfront billing, and milestone recognition reviewed |
— | ✓ | ✓ |
| CFO Advisory | |||
Fractional CFO advisory sessionsDedicated sessions to review findings and sharpen investor narrative |
— | — | ✓ |
Investor Q&A prepMock diligence session; likely investor questions mapped to your data |
— | — | ✓ |
30-day post-sprint supportQuestions answered as your diligence process unfolds |
— | — | ✓ |
Books & Financials
Books reconciliation & cleanup
✓GAAP monthly statements
12 mo.Revenue recognition review
✓Financial Model
18-month operating model
—Downside scenario modeling
—Model walk-through session
—Unit Economics
CAC & LTV by channel
—NRR & cohort analysis
—Gross margin by product line
—Cap Table & Legal
Fully diluted cap table review
✓Legal doc checklist & gap report
✓SAFE & convertible note review
—Data Room
Data room structure & setup
—Document collection & organization
—Pre-Raise Risk Review
Tax compliance check
✓R&D tax credit identification
—Deferred revenue & billing audit
—CFO Advisory
Fractional CFO advisory sessions
—Investor Q&A prep
—30-day post-sprint support
—Books & Financials
Books reconciliation & cleanup
✓GAAP monthly statements
24 mo.Revenue recognition review
✓Financial Model
18-month operating model
✓Downside scenario modeling
✓Model walk-through session
—Unit Economics
CAC & LTV by channel
✓NRR & cohort analysis
✓Gross margin by product line
✓Cap Table & Legal
Fully diluted cap table review
✓Legal doc checklist & gap report
✓SAFE & convertible note review
✓Data Room
Data room structure & setup
✓Document collection & organization
✓Pre-Raise Risk Review
Tax compliance check
✓R&D tax credit identification
✓Deferred revenue & billing audit
✓CFO Advisory
Fractional CFO advisory sessions
—Investor Q&A prep
—30-day post-sprint support
—Books & Financials
Books reconciliation & cleanup
✓GAAP monthly statements
24 mo.Revenue recognition review
✓Financial Model
18-month operating model
✓Downside scenario modeling
✓Model walk-through session
✓Unit Economics
CAC & LTV by channel
✓NRR & cohort analysis
✓Gross margin by product line
✓Cap Table & Legal
Fully diluted cap table review
✓Legal doc checklist & gap report
✓SAFE & convertible note review
✓Data Room
Data room structure & setup
✓Document collection & organization
✓Pre-Raise Risk Review
Tax compliance check
✓R&D tax credit identification
✓Deferred revenue & billing audit
✓CFO Advisory
Fractional CFO advisory sessions
✓Investor Q&A prep
✓30-day post-sprint support
✓FAQ: Common questions
How long does the Sprint take?
Most engagements complete in 2 to 4 weeks, depending on the volume of materials and how quickly documents come in. We define the scope and timeline at kickoff.
When should I start?
Ideally 90 days before you plan to begin investor conversations. That gives you enough time to close any gaps the Sprint surfaces. If you're already in conversations, we can prioritize the highest-risk areas first.
What if my books need real work?
That's exactly what this is for. Most Sprint clients come in with books that need cleanup. If the scope turns out to be beyond what a tier covers, we'll tell you at kickoff, not after.
Do I need to be a current Countsy client?
No. The Sprint is a standalone engagement open to any pre-seed or seed founder preparing for a raise.
Not sure which tier fits?
Take the 2-minute Fundraise Readiness Quiz to see how you score across the 7 areas investors check first or read the Are You Fundraise Ready? guide.
Already raised and looking for ongoing finance and HR support?
See our monthly outsourcing plans
