FAQ

Clear answers before we begin.

DEFINED PRICING$2,500–$10,000View all pricing
01

What does Series Diligence actually do?

+

We design, build, configure, organize, deploy, test, document, and hand off investor-facing infrastructure: a custom investor website, a secure diligence room, and a professionally standardized document library.

02

How much does it cost?

+

Investor Presence is $3,500. Diligence Room is $4,000. Diligence Library is $2,500 for up to 25 client-supplied documents. Complete Investor Infrastructure is $10,000. Work outside the defined scope is quoted separately before it begins.

03

Why are your prices public?

+

A founder should not have to sit through a sales call to learn whether a service costs $2,000 or $20,000. Defined services and defined prices let you decide whether a conversation makes sense.

04

Do you raise capital or introduce investors?

+

No. We do not raise money, solicit or introduce investors, broker securities, provide investment advice, or guarantee funding.

05

Do you charge a success fee or take a percentage of the raise?

+

No. Series Diligence charges defined professional implementation fees. There is no success fee and no percentage of capital raised.

06

Do you write our diligence documents?

+

No. Your company and appropriate professional advisers supply and approve the substantive content. We improve presentation, formatting, grammar, readability, consistency, and organization, and may flag apparent gaps or inconsistencies.

07

Can you work with our existing website?

+

Yes. Your corporate website can remain untouched while the investor environment lives separately at a subdomain such as investors.company.com.

08

What if our corporate site is WordPress, Webflow, Squarespace, Wix, or Shopify?

+

That is usually fine. Investor Presence can be built and deployed separately without migrating, maintaining, or redesigning the existing corporate site. Series Diligence is not a general-purpose legacy-platform development agency.

09

Who owns the finished infrastructure?

+

The intended model is client ownership. Where applicable, your company controls the domain, DNS, repository, hosting, database, storage, transactional email, analytics, credentials, source code, and company data.

10

Do we have to keep paying Series Diligence?

+

No mandatory ongoing subscription or support relationship is intended. Any future assistance is separately engaged. Your team or existing developers can operate and maintain the handed-off environment.

11

Can our existing developers take over afterward?

+

Yes. The handoff is designed to give a competent developer enough documentation and access context to assume responsibility for the environment.

12

Can you identify missing diligence materials?

+

We can identify apparent gaps or inconsistencies—for example, a missing current cap table or conflicting raise amounts. Your company or advisers must supply or correct the substantive answer.

13

Do you provide legal, accounting, scientific, regulatory, tax, or investment advice?

+

No. We organize, implement, present, standardize, and deploy. Substantive professional judgments and the accuracy of company information remain with your company and qualified advisers.

14

What stages do you work with?

+

Primarily pre-seed, seed, and Series A companies, including angel, venture, strategic, family-office, and sophisticated private investor processes.

15

How many documents are included in Diligence Library?

+

The $2,500 Diligence Library engagement includes professional standardization and organization of up to 25 client-supplied documents. Complete Investor Infrastructure also includes up to 25 documents.

16

What happens if we have more than 25 documents?

+

Additional document volume can be scoped separately. We will define that scope and price before the additional work begins.

17

Are third-party infrastructure costs included?

+

Direct hosting, storage, email, domain, analytics, or other vendor costs remain client-owned and are paid directly by the client. No vendor-cost estimates are implied unless they are specifically supplied in an engagement scope.

18

How long does an engagement take?

+

Timing depends on the selected scope, client responsiveness, completeness and readiness of supplied materials, required revisions, and infrastructure requirements. We define a realistic schedule after discovery rather than promise an arbitrary turnaround.

19

Is Series Diligence a VDR platform?

+

No. Series Diligence is a professional implementation service. We build and deploy a diligence environment for your company rather than requiring your company to remain inside a Series Diligence-branded SaaS platform. The finished infrastructure is designed to be controlled by your company.

20

Can I see who has accessed my diligence room?

+

Yes. The Diligence Room is designed to provide authenticated activity visibility, including relevant login and engagement information supported by the implementation. This can help your team understand who is actively engaging and make better-informed follow-up decisions. Activity is an engagement signal, not proof of investment intent.

21

Can investors receive updates when diligence materials change?

+

Yes. Interested investors can opt in to diligence updates so they can be notified when relevant new materials are added or existing materials are updated. Investors are not subscribed without their choice.

22

What happens when I replace or add a document?

+

The diligence environment updates the current document presentation, and the current downloadable diligence package is regenerated so the available package reflects the latest materials. This describes the current package and does not imply historical version retention.

THE NEXT STEP

Ready to build your
investor environment?

You know what we build. You know what it costs. Tell us what you’re preparing for.