Due Diligence Checklist
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Investor Due Diligence Checklist
What to review before investing in Offgrid Ventures.
Company Fundamentals
- [ ] Corporate structure and cap table
- [ ] Founder backgrounds and track records
- [ ] Board composition and advisors
- [ ] Previous funding history
- [ ] Current runway and burn rate
Product & Technology
- [ ] Product demos and documentation
- [ ] Technology architecture overview
- [ ] IP and patent status
- [ ] Competitive analysis
- [ ] Product roadmap and milestones
Market & Traction
- [ ] TAM/SAM/SOM analysis
- [ ] Current customer/deployment metrics
- [ ] Pipeline and sales funnel
- [ ] Partner relationships
- [ ] Market timing thesis
Financials
- [ ] Historical financials (if applicable)
- [ ] Financial projections (3-5 years)
- [ ] Unit economics breakdown
- [ ] Use of funds allocation
- [ ] Path to profitability
Legal & Compliance
- [ ] SAFE agreement terms
- [ ] Side letter provisions
- [ ] Regulatory requirements
- [ ] Material contracts
- [ ] Litigation history
References
- [ ] Customer references
- [ ] Partner references
- [ ] Previous investor references
- [ ] Industry expert perspectives
Documents We Provide
- Investment Memo
- Financial Model
- Cap Table Summary
- Product Documentation
- SAFE Agreement Template
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