Towerflow CFO · Fixed-fee project
Investor Diligence File Prep
The financial side of your diligence room, organized and checked.
$347One-time fixed fee
Who this is for
- Founders heading into a fundraise or acquisition conversation
- Companies with financial documents spread across several places
- Teams that want to find gaps before an investor does
What you get
- Financial statements organized for the diligence room
- Cap table organized and filed
- A contracts index
- A revenue schedule
- A gaps list of missing or inconsistent items
How it works
- Buy the prep and complete a short onboarding questionnaire.
- Share access to your financial documents, cap table and contracts.
- We organize the files and build the index and revenue schedule.
- We hand over the organized folder and the gaps list.
Timeline
Timeline: Confirmed in writing once we have reviewed your data and agreed the start date.
What this is not
This is not tax, legal or investment advice. Outcomes depend on the business and the decisions its owners make.
Frequently asked questions
What do you need from me?
Your financial statements, cap table, customer and supplier contracts and revenue records.
Do you review contracts legally?
No. We index the contracts. Legal review is for your lawyer.
Which data room do you use?
We organize the files in the folder or data room you choose.
Is this legal or investment advice?
No. It is a finance project, not tax, legal or investment advice.