ISIntelivision Solutions

Fundraising

What Investors Actually Diligence Before a Term Sheet

The deck gets the meeting. The data room gets the term sheet. Here is the readiness checklist I run with founders before a raise.

28 June 2026 · 8 min read · By Siddharth Mishra

Founders over-invest in the deck and under-invest in the evidence behind it. Investors move fast when diligence confirms the story and slowly when it complicates it.

Before you open a process, be able to defend cohort retention, contribution margin by channel, pipeline conversion, and the assumptions behind every line of the model.

Governance matters more than founders expect: clean cap table, board minutes, statutory compliance and employment contracts. Diligence surprises cost valuation, not just time.

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