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A sample request list for the first time audit of a private, mid-stage company
An example request list used by corporate development teams
A standard month close checklist for early and mid-stage private companies
A month close template geared towards early stage companies
This Series A checklist from a Midwest VC is more typical of what you would see for a Series B or Series C investment from the valley.
This Series B diligence list in our template library is from a recent financing from a West Coast investor.