Due Diligence Support
shift^ provides structured due diligence support for private investors, angels, family offices, and professional investors evaluating early-stage and growth opportunities.
We help you reduce uncertainty, identify key risks, and pressure-test assumptions - without slowing down the deal.
Our role is not to make investment decisions for you. Our role is to give you a clear, disciplined view of what matters most, so you can decide with confidence and
align expectations with founders early.
What This Service Is
- Structured assessment: focused diligence across the most important value and risk drivers.
- Investor-side support: independent perspective tailored to your decision-making needs.
- Founder-friendly process: efficient, respectful, and pragmatic - designed to keep momentum.
- Decision clarity: a clean summary of strengths, gaps, risks, and open questions.
What You Get
- Diligence brief: an investor-ready summary (key findings, risks, opportunities, red flags, and recommendations).
- Question set: targeted diligence questions for founders, based on the deal’s specifics.
- Deal readiness view: what is missing, what must be clarified, what can wait.
- Validation signals: traction quality, customer evidence, pipeline reality, unit economics logic.
- Terms & structure lens: instrument fit, key terms to watch, alignment risks.
Typical Scope
Business & Market
Market definition, competitive landscape, GTM logic, pricing, sales cycle realism, positioning, concentration risks.
Team & Execution
Founder strengths, role coverage, execution capacity, key dependencies, hiring plan realism, governance maturity.
Financials & Economics
Revenue quality, margins, burn, runway, assumptions behind the model, key drivers, funding need logic.
Risk & Compliance Lens
Basic risk scan, operational risks, legal/commercial risk hotspots, data/privacy considerations, vendor dependencies.
Deal Structure
Round structure sanity check, cap table clarity, investor rights considerations, governance and alignment issues.
Data Room Readiness
What’s present, what’s missing, document quality, and what should be requested before committing.
Process
- 1) Intake: your thesis, ticket size, timeline, decision criteria, and scope.
- 2) Materials review: deck, memo, model, cap table, and available data room items.
- 3) Founder session: focused call(s) to clarify assumptions and test weak points.
- 4) Synthesis: findings, risks, open questions, and a decision-oriented summary.
- 5) Optional follow-up: support on terms discussion and next-step sequencing.
Who This Is For
- Angel investors and private investors who want a disciplined diligence framework.
- Family offices evaluating venture deals alongside other asset classes.
- Professional investors running fast processes who need structured support and clean outputs.
- Syndicates and SPVs that require consistent review before committing.
What We Don’t Do
- We don’t provide investment advice or guarantees.
- We don’t replace your legal counsel, tax advisors, or regulated investment services.
- We don’t run “infinite” diligence - we keep it scoped, decision-driven, and time-efficient.
Independence & Confidentiality
Diligence work is handled discreetly. Materials shared by founders or investors are treated as confidential and used only for the purpose of evaluation.
Any decision to invest is made independently by the investor.
This page is for informational purposes only and does not constitute investment advice, an offer to invest, or an offer to buy or sell securities.
Start a Diligence Request
If you’re evaluating a deal and want structured support, book an intro call or send a request with the opportunity details and your timeline.
