Deer Isle Group has published a sample due diligence checklist in its toolkit to help capital seekers who are thinking about a capital raise prepare for their capital raise. Capital seekers who want to sell or raise private placement capital are usually required to prepare company information that answers questions that are included in a purchaser or investor’s due diligence checklist. A due diligence check list usually includes the items that a purchaser or investor would like to know about a company before they make an investment.
The Due Diligence check list typically covers standard topics such as:
- Issuer Review
- Governance and Team
- References and Vendors
- Presentations/Investor Communications/DDQ:
- Company and Financial Analysis
- Securities and Offering Documentation
- Regulatory, Compliance and Operations
Having well-constructed and complete information on these basic topics helps provide the information that an investor requires in order to complete their due diligence process.
About Deer Isle Group:
Deer Isle Group (“Deer Isle”) with its subsidiaries, Deer Isle Capital, a registered broker/dealer, and Deer Isle Financial, is a differentiated investment bank that provides financial/strategy and closing advisory as well as proprietary technology solutions in order to help ensure a successful sale or private placement capital raise. Our business is built upon providing investors and capital seekers/issuers the right tools in order to ensure a transparent, smooth and efficient capital solution.
Our successful track record includes having raised over $5 billion in private placement capital since our founding in 2007.
Deer Isle’s capabilities and expertise is focused on providing value-add for both investors and capital seekers/issuers by understanding investor requirements and helping capital seekers achieve an institutional-quality capital raise.
Our fundamental strength is our institutional-quality advice combined with our proprietary technology solutions. Our success in these factors has driven our proven execution capabilities.