Financial Diligence Workstream

Venture capital financial diligence transforms scattered materials like historicals, cap tables, and bank evidence into a structured diligence view. The process extracts unit economics, burn, and forecast data to generate a source-grounded summary for deal review.

A VC diligence pack requires financial statements, KPI exports, cap table, bank evidence, and use-of-funds materials. Providing these inputs enables the extraction of historicals, burn, runway, and unit economics into a structured summary.

Building assumption-led scenarios for valuation and dilution requires a cap table and forecast data. The financial diligence process extracts these inputs to model risk assessment, ownership scenarios, and structured valuation views.

Financial diligence workflows apply directly to risk analysis and scenario planning. By extracting historicals and unit economics from financial statements and KPI exports, the process builds assumption-backed scenarios for comprehensive deal risk assessment.

Extracting burn rate and runway requires financial statements and bank evidence as inputs. The diligence process transforms these financial materials into structured domain sections with explicit assumptions and evidence fields for human review.

The best way to generate a source-grounded diligence summary is processing financial statements, cap tables, and use-of-funds materials together. This creates a structured pack with explicit assumptions and evidence fields for finance, legal, and deal review.