Shiga Fara gwaji kyauta
Jerin binciken kwakkwafi (due diligence)

Jerin dubawa na cikakken bincike na tara jari na kamfanin farawa

Abin da masu zuba jari na venture ke nema kafin su sa hannu kan term sheet da kafin rufewa – an tsara shi a matsayin ɗakin bayanai na masu zuba jari mai lamba da za ku iya shiryawa kafin taron farko.

Duba jerin bincike

Binciken kwakwaf na startup yana faruwa a matakai biyu. Kafin term sheet, masu zuba jari suna son isasshen bayani don samun raʼayi: gabatarwa, muhimman maʼauni, teburin hannun jari, samfurin kuɗi da fahimtar ƙungiya da kasuwa. Bayan term sheet, lauyoyin jagoran mai zuba jari suna gudanar da binciken kwakwaf na tabbatarwa kan bayanan shariʼa na kamfani, IP da tara kuɗin baya kafin a sa hannu kan takardun yarjejeniya.

Matakin farko game da gamsuwa ne, na biyu game da tsabtar takardu – kuma na biyun ne inda jinkiri da za a iya guje masa yake faruwa. Rashin canja IP daga wanda ya kafa tare, bayar da zaɓin hannun jari da ba a sa hannu ba ko SAFE da ke canzawa daban da yadda waɗanda suka kafa suka zata na iya hana kammalawa na makonni. Manyan fayilolin suna bin jerin tara kuɗi a cikin kayan aikinmu na jerin binciken kwakwaf kyauta, an faɗaɗa su da abubuwan da lauyoyi suke nema daga seed zuwa Series B.

Hanya mai amfani ita ce gina ɗakin bayanai sau ɗaya kuma a buɗe shi mataki-mataki. Raba gabatarwa da gajeren babban fayil na maʼauni ga kowane mai zuba jari da kuke magana da shi, buɗe samfurin kuɗi da bayanan abokan ciniki ga masu zuba jari da ke da himma sosai, kuma ba lauyoyin jagoran mai zuba jari cikakkun manyan fayilolin shariʼa bayan term sheet. Bin diddigin wa ya buɗe me yana gaya muku waɗanne masu zuba jari ne ke yin aikin da gaske.

Jerin binciken Cikakken bincike na tara jari na kamfanin farawa – manyan fayiloli 5, takardu 34

An sanya lambobi kamar jerin ɗakin bayanai: yi amfani da sassan a matsayin manyan fayiloli kuma ku ajiye lambobin a sunayen fayil.

1. Kamfani

  1. 1.1Pitch deck
  2. 1.2Takardar shaidar kafa kamfani da kundin tsarin kamfani
  3. 1.3Teburin hannun jari (cikakke bayan tsoma, gami da rumbun zaɓin hannun jari da kayan canzawa)
  4. 1.4Takardun tara kuɗi na baya (SAFEs, takardun bashi masu canzawa, zagaye masu farashi)
  5. 1.5Mintunan taron hukumar gudanarwa da ƙudurorin masu hannun jari
  6. 1.6Yarjejeniyar masu hannun jari da haƙƙin masu zuba jari
  7. 1.7Takardun rajistar kamfani da takardar shaidar kyakkyawan matsayi

2. Bayanan kuɗi

  1. 2.1Samfurin kuɗi (shekaru 3–5) tare da zato
  2. 2.2Riba da asara, maʼauni da kwararar kuɗi na baya
  3. 2.3KPI na wata-wata (MRR/ARR, haɓaka, barin abokan ciniki, CAC, LTV, babbar riba)
  4. 2.4Bayanan banki (watanni 3–6 na ƙarshe)
  5. 2.5Lissafin saurin kashe kuɗi da tsawon lokacin da kuɗi zai isa
  6. 2.6Amfani da kuɗaɗen wannan zagaye
  7. 2.7Tallafi, lamuni da kuɗaɗen gwamnati da aka karɓa

3. Kaya da kasuwa

  1. 3.1Taswirar ci gaban kaya
  2. 3.2Nunin samfur ko samun damar samfur
  3. 3.3Girman kasuwa tare da tushe
  4. 3.4Yanayin gasa
  5. 3.5Shaidar abokan ciniki da nazarin misalai
  6. 3.6Jerin yarjejeniyoyin tallace-tallace
  7. 3.7Taƙaitaccen bayani kan tsarin fasaha

4. Ƙungiya

  1. 4.1Tarihin waɗanda suka kafa da masu ba da shaida
  2. 4.2Jadawalin tsarin ƙungiya da shirin ɗaukar maʼaikata
  3. 4.3Rumbun zaɓin hannun jari da shirin ESOP, tare da rajistar bayarwa
  4. 4.4Muhimman kwangilolin aiki
  5. 4.5Yarjejeniyoyin vesting na waɗanda suka kafa
  6. 4.6Yarjejeniyoyin ʼyan kwangila

5. Shari'a da IP

  1. 5.1Mallakar IP daga waɗanda suka kafa da 'yan kwangila
  2. 5.2Alamomin kasuwanci, haƙƙin mallaka da sunayen yanki
  3. 5.3Muhimman kwangilolin abokan ciniki
  4. 5.4Manufar sirri da takardun GDPR
  5. 5.5Amfani da buɗaɗɗen tushe da bin lasisi
  6. 5.6Shariʼa, rikice-rikice ko ƙararraki (ko tabbacin cewa babu)
  7. 5.7Lasisin hukumomi, inda kasuwancin yake buƙatar su
Jerin dubawa mai hulɗa
Sauke Excel (XLSX) Tsarin manyan fayiloli (ZIP)
Kwafa zuwa Google Sheets

Buɗe sabon Google Sheet (sheets.new), danna sel A1 kuma ku liƙa wannan dabara – jerin dubawa yana lodawa tare da ginshiƙan Status, Owner, Due date da Notes:

Don gyara shi, zaɓi duka, kwafa kuma ku liƙa a matsayin ƙima kawai (Ctrl+Shift+V).

CSV yana buɗewa a Excel, Numbers ko Google Sheets. Wurin farawa ne mai amfani – daidaita shi da yarjejeniyarku da hurumin shariʼarku tare da masu ba ku shawara.

Ƙirƙiri wannan ɗaki a HelpRange

Wa ke tambaya

Abokan hulɗa da manazarta na venture capital kafin term sheet; lauyoyin jagoran mai zuba jari don binciken kwakwaf na shariʼa na tabbatarwa; wasu asusu kuma suna gudanar da binciken fasaha ko na shaida tare da abokan ciniki.

Lokaci na yau da kullum

Binciken kafin term sheet na iya ɗaukar kwanaki zuwa makonni da dama; binciken kwakwaf na tabbatarwa da takardun shariʼa bayan term sheet yawanci suna ɗaukar makonni 3–6.

Manyan haɗari
  • Wanda ya kafa tare da ya tafi ba tare da yarjejeniyar vesting ko IP ba
  • Teburin hannun jari da bai dace da takardun da aka sa hannu ba
  • Alƙawuran zaɓin hannun jari da aka yi ta imel amma ba a taɓa bayarwa ba
  • Kayan canzawa masu sharuɗɗa masu karo da juna
  • Maʼaunan da maʼanarsu ke canzawa tsakanin gabatarwa da ɗakin bayanai
  • Muhimmin lamba da ʼyan kwangila suka rubuta ba tare da canja IP ba
  • Kwangilolin abokan ciniki masu alhakin da ba shi da iyaka ko keɓancewa

Mayar da wannan jerin bincike zuwa ɗakin bayanai

Samar da tsarin manyan fayiloli, loda takardu a ƙarƙashin lambobin jeri iri ɗaya kuma ku raba su tare da karɓar NDA, izini ga kowane babban fayil, alamun ruwa da bin diddigi a matakin shafi. Tsarin Max $87 ga kowace ƙungiya a wata don ɗakunan bayanai masu NDA, Unlimited $174, ko Deal Room Pass na sau ɗaya akan $199 (kwanaki 90).

Samar da fihirisar ɗakin bayanai Deal Room Pass – $199
Tambayoyin da ake yawan yi

Cikakken bincike na tara jari na kamfanin farawa – tambayoyi

Me masu zuba jari suke dubawa a binciken kwakwaf na startup?

Ƙungiya, kasuwa, samfur da ci gaba kafin term sheet; sannan teburin hannun jari, tara kuɗin baya, bayanan kamfani, mallakar IP, muhimman kwangiloli, aikin yi da bin doka a binciken kwakwaf na shariʼa na tabbatarwa.

Yaushe ya kamata startup ya kafa ɗakin bayanai?

Kafin taron farko da masu zuba jari. Raba gabatarwa da ƙaramin babban fayil mai maʼauni da wuri, kuma buɗe cikakkun manyan fayilolin shariʼa ga jagoran mai zuba jari bayan term sheet.

Me ya kamata ɗakin bayanai na matakin seed ya ƙunsa?

Gabatarwa, teburin hannun jari, takardun kafa kamfani, duk wani SAFE ko takardar bashi, samfurin kuɗi mai sauƙi da KPI, yarjejeniyoyin waɗanda suka kafa da canja IP, da muhimman kwangilolin abokan ciniki. Masu zuba jari na seed ba safai suke buƙatar fiye da haka ba.

Zan iya ganin waɗanne masu zuba jari ne suka karanta gabatarwata?

Eh. Da hanyar haɗi mai bin diddigi ko ɗakin bayanai kuna ganin wa ya buɗe wace takarda da tsawon lokacin da suka ɗauka a kowane shafi, wanda ke taimakawa wajen fifita bibiya.

Shin masu zuba jari suna sa hannu kan NDA?

Yawancin VCs ba za su sa hannu kan NDA don kallon farko na gabatarwa ba. Don cikakken ɗakin bayanai bayan term sheet, alƙawarin sirri ya zama ruwan dare, kuma NDA na dannawa a cikin ɗakin bayanai yana samun karɓuwa a wurin masu zuba jari da yawa.

Jerin bincike masu alaƙa
Cikakken bincike na kuɗi Due diligence na shari'a Cikakken bincike na M&A Cikakken binciken mai kawo kaya

Dukkan jerin bincike: Cikakken bincike na M&A · Due diligence na shari'a · Cikakken bincike na kuɗi · Due diligence na haraji · Cikakken bincike na gidaje · Cikakken binciken mai kawo kaya · taƙaitaccen bayani

Kayan aiki & ɗakunan bayanai
Jerin dubawa na cikakken bincike mai hulɗaMai samar da jerin abubuwan ɗakin bayanaiMai ƙididdige kuɗin bincikeƊakin bayanai na M&AƊakin bayanai na tara kuɗiƊakin bayanai tare da NDAMafi kyawun ɗakunan bayanai na kama-da-wane