A diligence brief is a report evaluating how ready a company's books and structure are for the kind of scrutiny that shows up during a fundraise, an exit, or a lender review. It surfaces gaps before an actual buyer or investor finds them first.
It typically covers whether books are current and reconciled, whether the entity structure and cap table are clean, and whether there are unclaimed credits, most commonly R&D, sitting on the table. It's the same question a real diligence team will ask, just answered on the company's own schedule instead of an investor's.
Running one before a raise or exit process starts, rather than after a term sheet or LOI lands, is the difference between fixing a gap calmly and fixing it against a deadline someone else is watching.
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