DWP Initial Diligence Questions

  • Latest company overview presentation or pitch deck
  • Historical monthly financial statements in excel (straight out of an accounting system is acceptable)
  • Monthly financial projections for 2022/2023 in excel (and beyond, if available)
  • Historical monthly revenue by customer
  • Any unit economics data/analysis that the Company has available (e.g., margin analysis, data on CAC/LTV/churn)
  • Current sales pipeline with opportunity stages, percentage probability, and projected revenue/ARR value by the target
  • Current cap table and summary of funding history to date

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