Prepare factual business, financial, ownership, and use-of-funds information before investor conversations.
Program rules, amounts, and dates can change. Check the linked official sources for the current cycle.
Business fundamentals
Be ready to describe the customer problem, product, business model, market assumptions, traction, and key risks. Investor interests differ and no checklist predicts an investment.
Financial and ownership records
Organize current financial statements, projections with assumptions, amount sought, use of proceeds, runway estimate, and a consistent capitalization table.
Review securities requirements
An investor conversation or public fundraising communication may raise legal questions. Review official SEC education and consult qualified legal/accounting professionals.