diligence-checklist

name	Diligence Checklist
description	Run a deal through a structured diligence checklist so nothing material is missed.
category	Research

Diligence Checklist

Work a deal through a consistent checklist so every investment is judged on the same evidence.

When to use

• A deal clears the initial screen and enters diligence.
• Two deals need comparing on the same basis.

Steps

1. Team — track record, gaps, and why this team wins.
2. Market — size, timing, and the wedge.
3. Product — what works today and the technical moat.
4. Traction — the metrics and their quality.
5. Terms — the round, the cap table, and the ask.

Output

A completed diligence checklist with a finding and a confidence level per area, following the [[Investment thesis]]. Feeds the memo the operator decides on.