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CBCapital BearingsFounder finance field guide

Founder decision area

Prepare Diligence

Organize the records that a financing process will inspect.

Indexed folders, document tabs, and a clean checklist arranged on a work surface

Read this route as a sequence

Start with the constraint that cannot be wished away. Then use the guides below to identify the questions, records, and official sources that can move the decision forward.

For a cross-route view, open the Capital Path Index before treating any one instrument as the default.

Guides in this area

Continue the route

Venture Capital Term Sheet BasicsStartup IP Due Diligence ChecklistBootstrapping vs Venture CapitalDebt vs Equity vs Grant FundingCapital Path Index