Due Diligence Checklist

Use this checklist to be prepared for a SaaS finance due diligence process.
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Different lenders will request different items. Some lenders offer a technology platform that allows you to connect to and share financials to help streamline the process.

For those that don’t, we’ve gathered a checklist to help you prepare for funding applications and ensure you’ve included information investors may need to make the decision to fund your growth.

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