INVESTOR DILIGENCE GUIDE

What Your Next Lead Investor Will Ask About Your Financial Model

The 15 questions sophisticated investors ask in every first serious meeting and how to make sure your answers hold up

15

INVESTOR QUESTIONS

6

CRITICAL AREAS

$500M+

RAISED BY CLIENTS

100+

FOUNDERS ADVISED

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Six sections. Every question that matters.

This guide is organized around how lead investor conversations actually unfold, not how founders wish they did.

SECTION 01

Revenue Model & Growth Assumptions

How investors probe whether your top line is built from first principles or just a growth rate.

Q1 - Q3

SECTION 02

Unit Economics & Margin Structure

LTV/CAC, gross margin methodology, and payback period — and why the calculation often matters more than the number.

Q4 - Q6

SECTION 03

WHAT’S INSIDE