There's no mystery to startup due diligence. The same documents come up in nearly every process — financials, legal, cap table, team, customers and market. What varies is depth, not category.
At Seed, expect a light financial model, the founders' bios, the most recent deck, articles of incorporation and a clean cap table. At Series A, add audited financials (or close to it), an org chart with key hires, customer references and IP assignments. At Series B, add cohort analysis, full GTM playbooks, detailed unit economics and a meaningful list of customer references the investor can speak to directly.
Structure beats volume. A clean folder tree with consistent file naming — date-prefixed, versioned, with the most-recent file flagged — earns more credit from a partner than a 200-file dump nobody can navigate.
Use threaded Q&A to handle clarifications without polluting the documents themselves. Use engagement analytics to see which investors are actually reading the cohort analysis vs. only the headline metrics — that tells you who's serious.
CAPLINK ships with a Series A folder template you can fork in one click, then customise to your stage and sector.