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Technology / SaaS
SaaS, software companies. ARR, churn, code audit, IP protection.
45 day typical timeline3-10x ARR
Document categories
The diligence checklist is organized into these top-level categories. Each one has its own subchecklist auto-generated when you launch a deal.
Financial Statements
Tax Returns
Legal & Corporate
Product & Technology
Customer Contracts
HR & Payroll
IP & Licensing
Security & Compliance
Infrastructure
Marketing & Pipeline
Cap Table
Industry-specific documents
These are the documents that matter most for technology / saas — things you'd miss with a generic checklist.
- 📄Software architecture documentation
- 📄Source code repository access/audit
- 📄Customer contracts and SLAs
- 📄MRR/ARR breakdown by customer
- 📄Churn and retention analysis
- 📄Open source license audit
- 📄Security penetration test reports
- 📄SOC 2 or ISO 27001 certifications
- 📄Third-party API/vendor dependencies list
- 📄Patent and trademark registrations
Common red-flag patterns
The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.
- Customer concentration above 20% in single account
- High monthly churn rate above 3%
- Unresolved open source license violations
- Technical debt or end-of-life infrastructure
- No security certifications or audit history
- Key developer dependency risk
- Unprotected IP or trade secrets
Key metrics tracked
Pulled from financial statements and operational data, these metrics anchor the diligence narrative.
MRR
ARR
Net Revenue Retention %
CAC
LTV
Monthly Churn Rate %
Gross Margin %
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