Due Diligence Checklist for SaaS Businesses

Comprehensive financial statements provide a transparent view of your SaaS business’s financial health, showcasing revenue trends, profitability, and cash flow stability. Uploading these to our Pro valuation tool enables our AI-driven analytics to generate investor-ready reports, highlighting key metrics like EBITDA and net income to strengthen your valuation for potential buyers or shareholders.

Tax returns validate your financial integrity and compliance, critical for investor confidence. By uploading these to our Pro platform, our AI-powered engine cross-references tax data with financials to produce a robust, data-driven valuation document, ensuring transparency and trust for investors or acquirers.

MRR and ARR are cornerstone metrics for SaaS valuations, reflecting predictable revenue streams. Upload these to our Pro version for AI-driven insights that benchmark your recurring revenue against industry standards, creating a compelling, investor-ready valuation report for stakeholders or potential buyers.

Churn rate analysis reveals customer retention strength, a key driver of SaaS value. With our Pro plan, uploading churn data allows our AI to assess retention trends, generating actionable insights and a polished valuation report that highlights your business’s stability to investors and buyers.

LTV:CAC ratios measure your business’s efficiency in acquiring and retaining high-value customers. Upload these metrics to our Pro platform, and our AI-driven analytics will optimize your valuation, producing a data-driven report that showcases your growth potential to investors, buyers, or shareholders.

Articles of Incorporation establish your legal entity status, critical for due diligence. Uploading these to our Pro valuation tool allows our AI to verify your corporate structure, enhancing the credibility of your investor-ready valuation report for stakeholders or acquirers.

A capitalization table clarifies ownership and equity distribution, a must for investor trust. Upload it to our Pro platform, and our AI-powered analytics will integrate this data into a comprehensive valuation report, showcasing your business’s structure to potential buyers or shareholders.

Key contracts demonstrate your business’s operational stability and revenue reliability. With our Pro plan, upload these to leverage AI-driven insights, generating a polished valuation document that highlights contractual strengths for investors or acquirers.

IP documentation validates your unique assets, boosting valuation. Upload these to our Pro platform, and our AI will quantify their impact, creating a data-driven, investor-ready report that emphasizes your competitive edge for buyers or shareholders.

Compliance records ensure regulatory adherence, critical for investor confidence. Upload these to our Pro tool, and our AI-driven engine will integrate compliance data into a robust valuation report, enhancing trust for investors, buyers, or stakeholders.

An organizational chart showcases your team’s structure and leadership strength. Upload it to our Pro platform for AI-powered analysis, generating a valuation report that highlights operational efficiency for investors or potential acquirers.

Your tech stack reflects scalability and innovation. Upload this to our Pro plan, and our AI-driven analytics will evaluate its impact, producing a cutting-edge valuation report that positions your SaaS as a tech leader for buyers or shareholders.

SOPs demonstrate operational excellence and scalability. Upload them to our Pro platform, where our AI will analyze processes to create a compelling, investor-ready valuation document that underscores your business’s efficiency for stakeholders.

Robust security policies enhance investor trust in your data protection. Upload these to our Pro tool, and our AI-driven insights will integrate them into a valuation report, showcasing your commitment to security for buyers or investors.

Customer segmentation reveals your market fit and growth potential. Upload this to our Pro platform, and our AI will analyze demographics to create a data-driven valuation report, positioning your SaaS as a market leader for investors or buyers.

Market analysis highlights your competitive edge and growth opportunities. Upload it to our Pro tool, and our AI-powered engine will benchmark your position, generating an investor-ready valuation report that captivates buyers or shareholders.

Customer feedback and NPS showcase user satisfaction and loyalty. Upload these to our Pro platform for AI-driven insights, creating a compelling valuation document that highlights customer advocacy for investors or potential acquirers.

A growth strategy plan outlines your path to scale and dominate your market. Upload it to our Pro platform, and our AI will evaluate its feasibility, producing a data-driven valuation report that excites investors or buyers with your growth potential.

Revenue and cash flow projections signal your business’s future value. Upload these to our Pro tool, and our AI-powered analytics will refine your forecasts, creating an investor-ready valuation report that drives confidence for buyers or shareholders.

A risk assessment report demonstrates proactive risk management. Upload it to our Pro platform, and our AI will analyze risks, generating a robust valuation document that reassures investors and buyers of your strategic foresight.