Diligence readiness assessment.
Eighteen questions across the five categories diligence counsel actually reviews. You get a category-level score, the specific gaps that will surface in a financing or M&A, and a remediation list. Designed to be run 8–12 weeks before the data room opens, so you can fix problems on your own schedule.
- Takes about 4 minutes
- Five categories: records bundle, cap table, IP & employment, compliance, transfer history
- Score appears immediately, no email required
- Optional emailed PDF with the per-category breakdown and remediation steps
We’ll send a written report with your category scores, every question with your answer, what each gap means in diligence, and the specific fix, useful for sharing with your co-founder, board, or counsel.
The five categories diligence counsel actually reviews.
The records health check covers ongoing hygiene. This assessment goes deeper, into the specific items that get reconciled in a financing or M&A diligence engagement.
Articles and amendments, bylaws as currently in effect, complete minute book with every authorizing resolution, and a chronologically-ordered records file.
Cap table that ties to the share register on the current date, every option grant traced to a board resolution, SAFEs and notes documented with conversion mechanics.
Founder IP assignments, employee invention assignment + NDA agreements, contractor work-for-hire, 83(b) elections filed and copies retained.
Annual returns current, beneficial-ownership filings (ISC / FinCEN BOI) up to date, securities filings (Form D, blue-sky) complete, foreign qualifications where required.
Every transfer documented, transfer restrictions (ROFR, board approval) honoured each time, old certificates cancelled and retained, no off-system transfers.
Run this 8 to 12 weeks before the data room opens.
The point of a diligence readiness assessment is to surface the gaps on your own schedule, not in response to a diligence request. Every remediation in the breakdown below has a known fix; almost all of them are far cheaper to address before a transaction than during one.
Corporate records, kept as one record.
Octelligence keeps the minute book, registers, resolutions and share certificates in one structured corporate record, with a complete activity log of every change.