Due Diligence

Kinect Essentials: Due Diligence

Panel Experts

Rick Haskell

Westminster College

Braxton Savage

Tanner

Tara Rosander

Brandless

Sam Gardiner

Mayer Brown

Rick Merrell

SLC Angels

Dan Roberts

Savvi Legal

Watch this panel as the experts guide you through the process of due diligence, including identifying potential risks and opportunities, assessing financial statements, and evaluating legal and regulatory compliance.

 

Due Diligence Resources

Here is an example of a Due Diligence Request List from a Seed fund, courtesy of Savvi Legal. 
 
See what a Sample Data Room looks like on Savvi Legal powered by PaperOS.

Complete the Investment Due Diligence Overview lesson through Kinect Capital’s EdApp. Learn about the due diligence process, the information you will find, and why it’s important. 

After completing the lesson, you will get access to the Due Diligence Checklist (XLSX file) to identify the assets investors will ask businesses to provide.

Read about how businesses need to prepare for the changing market conditions in 2023 and beyond with this white paper, “Local Business Leaders Embrace the Unexpected” by Hillcrest Bank.

This paper covers considerations like inflation, staffing shortages, cybersecurity, supply chain, and several other factors.

It’s crucial to conduct due diligence to evaluate the credibility, competency, and coachability of potential investments. 

The SLC Angels have compiled a list of common questions about the due diligence process to ensure that you are looking at the correct factors of a business. 

Mayer Brown Due Diligence in M&A Transactions June 2023 Report

Read this 34-page report on due diligence objectives, risks, and assumptions, and the general considerations that would affect the deal terms.

Exclusive Offer

As a Kinect community member, you get a 50% discount (up to $1,000 off) towards a Savvi subscription for a year. You must schedule a call with Savvi Legal before getting this offer. 

Anatomy of Venture Capital

Anatomy of Venture Capital explains the strategy and structure behind one of the most powerful capital classes driving the free market economy. Hear from experts on how venture capital works, what rules govern the VC ecosystem, and what to expect in 2023.

Presenters: Paul Ahlstrom – IsoTalent, Davis Warnock – Mercato, Nick Singleton – AIM Ventura, Angela Smith – Origin Ventures, Serene Papenfuss – Kickstart.

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