Startup Due Diligence Checklist
About this template
Accelerate your startup's funding round closure with this extensive due diligence checklist, accessible in Notion and Excel. Customized for investors and entrepreneurs, this checklist facilitates internal document organization and expedites fundraising rounds by enabling efficient, well-informed decision-making for investors and VCs. Features 🗒️ - Receive both a Notion template and an Excel spreadsheet - Includes sections for Business, Finance, Tech, HR, and Legal - Easily check off items you have already collected - Reference numbers to easily keep track of each item - Ability to assign each item to a responsible person to keep them accountable - Add a deadline date for each item to - Lifetime access, support, and updates!
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
