Section 10 · VC and Angel-Investment Readiness
Investors evaluate team, validation, progress, and market potential.
Raising money from investors can constitute an offer or sale of securities. The company must use an applicable registration exemption or registered offering path and should involve qualified securities counsel before soliciting investment.
The AI drafts investor materials and target-investor research \u2014 it does not provide legal advice on securities exemptions and does not solicit on the company's behalf. Consult qualified securities counsel before any offering.
Company information
- Incorporation documents
- EIN
- Delaware registration, if applicable
- Foreign qualifications
- Cap table
- Founder ownership
- Option pool
- SAFE notes
- Convertible notes
- Warrants
- Previous fundraising
- Valuation history
- Investor rights
- Board composition
- Material contracts
- Pending litigation
- Intellectual property ownership
Investor narrative
- One-sentence description
- Problem
- Solution
- Product demonstration
- Market size
- Business model
- Traction
- Competitive advantage
- Go-to-market strategy
- Team
- Financials
- Fundraising amount
- Use of funds
- Milestones unlocked
- Long-term vision
- Potential exit paths
Investor documents
- Pitch deck
- One-page teaser
- Executive summary
- Financial model
- Cap table
- Product roadmap
- Customer pipeline
- Cohort analysis
- Data-room index
- Founder resumes
- IP assignments
- Employment agreements
- Customer agreements
- Privacy and security documents