READ INSTRUCTIONS
Items to Request from Issuer:
- formation document (articles of incorporation, etc.)
- operating document (bylaws, operating agreement, etc.)
- description of the business model
- previous 3 years financial statements
- most recent quarterly balance sheet
- most recent quarterly P&L
- proforma projections
- key manager biographies
- legal disclosure attestation
- current capitalization table
- Executive summary
- most recent certificate of good standing
- material contracts
- patents or other intellectual property rights
- term sheet