Ready-made request · Fundraising and investors
Document checklist: Pre-investment due diligence documents
Who asks whom: The investor to the startup
Useful for: Investors and funds Large company
6 documentsFree
Free. You can change everything before sending.
The 6 documents to request
- Company registration extract (Kbis)Less than 3 months old.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Articles of associationThe latest up-to-date version.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Cap tableThe up-to-date breakdown of the share capital, with outstanding warrants and options (BSPCE, BSA, BSA AIR).Any format
- Latest annual accountsBalance sheet and income statement for the last closed financial year. No closed year yet: your latest interim figures.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Shareholders' agreementIf there is one, with its amendments.Document or photo (PDF, JPG, PNG, HEIC, WebP) · Optional
- Key contractsCustomers, suppliers, partners, licences: the contracts the business depends on.Document or photo (PDF, JPG, PNG, HEIC, WebP)
How it works
- List the documents you need, and their format. With this ready-made request, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (pre-investment due diligence documents)?
This ready-made request lists 6 documents: company registration extract (Kbis), articles of association, cap table, latest annual accounts, shareholders' agreement, key contracts.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this ready-made request free?
Yes. The ready-made request is free, and so is the Free plan: one campaign at a time, 5 contributors, email reminders.
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Ready to send it?
Free. You can change everything before sending.
Updated on October 3, 2026