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Moxie

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Docs/Fundraise/Deep dive

Deep dive

Diligence against the current record. Organization, financials, cap table, data room, and market validation are the source. A report add-on does not replace that room.

What it is

Deep Dive is the engagement stage after Pitch. The work is to keep the listing current while questions arrive. The Due Diligence Report add-on can produce a report from what is already here. It is not a second data room and it does not invent files.

What you see

Stage chrome with Deep Dive current. Live and ended sessions. Prep that looks at story, traction, economics, risk, Q&A, and follow-up. Questions should point back to a field or a file on this listing.

Fundraise

Deep Dive

  1. Readiness
  2. Screening
  3. Pitch
  4. Deep Dive
  5. Closure

Diligence against the current record. Not a new pack.

LivePrep
Deep Dive stage chrome. The active step is Deep Dive.

Data Room

Folders on this listing

4 folders

Minute Book

Files stay on the record. They are not rebuilt each round.

Intellectual Property

Files stay on the record. They are not rebuilt each round.

Financing Agreement

Files stay on the record. They are not rebuilt each round.

Pitch materials

Files stay on the record. They are not rebuilt each round.

Data room. The files a deep dive will actually open.

How you engage

  • Open gaps on the record. Not in a side folder. Edit Organization, Financials, or Market Validation.
  • Ask Moxie. What is still missing from the company record, or which file is still thin.
  • Share Narro out only on purpose. An editor sees pages you approved, not every file by default.
Data roomFolders on this listing.Due Diligence ReportAn add-on report from what is already here.Term sheetsNegotiation after diligence.
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