Field notes
Short notes from pre-investment audit engagements — written for fintech founders preparing investor diligence.
Diligence questions arrive earlier than the term sheet
Informal investor conversations often surface the same themes as formal diligence. Preparing early reduces scramble later.
Your deck and your data room must tell the same story
Investors notice when growth claims, financial packs, and product screenshots disagree. Align them before upload.
Controls questions are not only for licensed banks
Early-stage fintech investors still ask who can move money, who can change pricing, and how exceptions are approved.