Most startups fail due diligence. Missing documents, inconsistent numbers, or compliance gaps stop investors instantly.
We organize every corporate, financial, legal, regulatory, and product document into a clean, SEC-aligned DataRoom, with checklists, templates, and guided videos. No guesswork. No missing files. No investor objections.
Founders raise funding interest or commitments after completing StartupBuddy’s investor-ready program*
Average time (days) it takes to become fully investor-ready with a complete DataRoom
Most founders think a pitch deck is enough, until an investor asks for documents, numbers, or compliance proofs they don’t have.
Every real investor performs due diligence. If your DataRoom isn’t complete, the process stalls instantly.
StartupBuddy removes that risk.
We prepare everything investors expect so you never get sent back to “get your documents in order.”
Investors verify your entire company structure — entity, cap table, governance, IP, financials, contracts, and product proof. Missing or inconsistent documents kill deals quickly. We organize all 30+ required documents into a clean, investor-ready format.
Every raise must follow SEC rules. Founders often choose the wrong instrument or file nothing at all. We provide compliant Notes, SAFEs, Subscription Agreements, Reg D filings, and templates that match your round and investor type.
Raising money requires the right round structure and the right outreach. We ensure your raise is properly set up — Reg D 506(b), 506(c), Reg CF, grants, debt, or accelerator — and your investor materials are consistent, verified, and fundable.
We prepare founders to enter due diligence confidently. From corporate documentation to investor-facing materials and SEC compliance, we build everything needed for a professional investor review and funding presentation.
We collect and organize foundational corporate materials — incorporation, cap table, shareholder agreements, IP assignments, board minutes, notes, SAFE/Convertible agreements and identity verification — ensuring your company is structured cleanly from Day 1.
We prepare your Pitch Deck, Financials, Market Data, Business Plan extracts, Projections, Risk Disclosures and more. All documents are formatted professionally, aligned to investor expectations, and uploaded into your Startup DataRoom for review.
We assist with SEC-ready materials including 506(b)/(c), Reg CF prep, PPM/Subscription docs, accreditation workflows, and due diligence checklists — giving investors everything required to proceed to funding with confidence.
Everything in one place: Startup Funding - Grants - SBA 7(a) Loans - Startup Debt Rounds - SEC Reg D Friends & Family + Institutional Angels & VCs - Reg CF Crowdfunding - Accelerator Readiness. You can get Investor-Ready and do it yourself at your own time, or let us do it for you in as little as 14 days.
In as little as 14 days you can be investor-ready to raise money legally and compliantly under SEC rules across three different areas: From your own network on a Reg D Rule 506(b) Friends Round; From the 160,000 F6S investors on their network and StartupBuddy's own internal Investor network of over 20,000 Angels, VCs, HNWI and FHO. Startups are also ready for Reg CF Crowdfunding and Accelerator applications.
