GTX Fundraising Due Diligence Support

Price: $7,500 (Seed) / $10,000 (Series A)
Ideal For: Startups preparing to raise institutional capital looking for finance-side polish, prep, and firepower. 

Why work with GTX Finance on this?

You’ve got investor interest and are nearing term sheet conversations. Here’s the deal: if investors walk away because your accounting sucks, they probably won’t tell you. They’ll say “it’s not a great fit” and move on. We help you organize, verify, and advocate for your financials with confidence during a fundraise.

Financial Data Room Prep

  • Organize core materials across key categories (corporate, equity, financials, taxes, contracts, people)

  • Provide a ready-to-share Google Drive folder structure (easily ported over to DocSend or Dropbox if you like)

  • Ensure documents are complete, cleanly labeled, and diligence-ready

Accounting Review & Cleanup

  • Perform a diagnostic review of your books

  • Identify and flag issues that may raise red flags with investors (e.g. revenue recognition, miscategorizations, uncategorized transactions, missing reconciliations)

  • Work with you (or your bookkeeper) to clean up critical items before sending anything to investors

Model Review & Audit-Readiness

  • Review (or lightly rebuild) your financial model for logic, defensibility, and investor usability

  • Ensure alignment between actuals and forecasts

  • Create a model summary and documentation for investor review

Investor Liaison Support

  • Assist in responding to finance-related investor questions and document requests

  • Act as a partner alongside your legal and fundraising team

  • Prepare clean explanations of unusual items (e.g. SAFE stack quirks, one-time expenses, founder loans)

Cap Table & Equity Validation

  • Ensure your cap table is up to date and investor-ready

  • Validate option pool mechanics, SAFEs/notes, and key board consents

  • Support in answering cap table-related diligence questions


What You Get

  • A fully prepared financial data room

  • A clean, defensible model and cap table

  • Confidence heading into investor meetings

  • Fewer surprises, faster closes