OPERATORS Due Diligence Light
Understanding your business before we commit our time.
Before investing our time - and inviting others to do the same - we run a light-touch due diligence on every scaleup we consider working with. This helps us align early, avoid surprises later, and ensure the opportunity is worth the time and effort from both sides.
This is not a fundraising process, and we’re not asking you to prepare anything new. Instead, we simply ask that you share what you already have available - the materials you’d typically send to a potential investor, partner, or advisor.
What Happens Next
Once shared, we’ll take the time to understand your business - your model, your team, your momentum, and your challenges. That often leads to a few questions or early suggestions. The next step is a call to clarify and explore - ideally a conversation that brings value to you as well.
What You Might Share
There’s no fixed checklist, but in practice we often review some or most of the following:
Company pitch or overview deck
Cap table
Historical financials and current runway
Forward-looking financial model or forecasts
Product overview or roadmap
Go-to-market strategy and metrics (sales pipeline, funnel, etc.)
Shareholder and/or board structure
Team overview and key roles
Customer or market traction summary
IP, licensing, or regulatory context (where relevant)
What We Look For
We’re not here to judge - we’re here to understand.
The aim is to surface anything that might not be immediately visible, such as:
Sub-optimal cap tables or shareholder dynamics
Unclear liabilities or hidden debt
Gaps in defensibility (IP, team, position)
Disconnects between ambition and structure
Finding these early helps ensure that time and trust are invested wisely - by everyone involved.
On Confidentiality
If you’d prefer to share information under NDA, we fully understand. You’re welcome to send your standard NDA, or we can provide ours. Many choose to proceed on trust - and that trust is taken seriously.