Playbook
Fundraise Diligence Playbook for CFOs
Finance
8 min read
The data room checklist
- Cap table with option pool math
- Bank statements (24 months)
- Financial statements + auditor letters
- Customer contracts (top 20 by ARR)
- Cohort retention exports from billing system
- Compensation, equity grants, and 409A
Model must-haves
Driver-based, monthly, 36 months forward. Toggle for three scenarios. NRR, GRR, magic number, burn multiple visible on cover.
Questions to pre-answer
- Why did MRR dip in month X?
- What is the payback on your top acquisition channel?
- What breaks first if you cut burn 30%?
- What is your gross margin trajectory and why?
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