LaunchFirst

INSTITUTIONAL DUE DILIGENCE

The deliverables lenders and investors actually read.

A commercial data room. A lender-style category map. A five-year integrated forecast with DSCR, LTV, and LTC stress tests. A 13-section institutional data room architecture. Deliverables organized using enterprise-level transaction and diligence standards commonly seen in large-firm engagements — at a materially more accessible price than the $149K–$410K range typical of full large-firm advisory work. Four tiers spanning $24,995 to $199,995, including a flagship Corporate Architecture tier for heavily regulated and litigation-sensitive businesses.

EXPLICIT DELIVERABLES

Foundation

Professional base-level diligence package for borrowers, project sponsors, and developers.

$24,995

Timeline

4 weeks

  • Commercial data room creation, hosting structure, indexing, and naming cleanup (Google Drive or Dropbox)
  • Customized diligence request list
  • Executive transaction summary draft
  • Corporate, ownership, and entity document organization
  • Financial statement, debt schedule, and sources-and-uses organization
  • Business plan and model intake review
  • Material contracts, permits, tax files, and insurance checklist management
  • Sponsor biography packaging
  • Missing-items tracker, open-issues log, and weekly status reporting
  • Final hosted data room handoff (Google Drive or Dropbox)

Best for

Borrowers, project sponsors, and developers who need a clean, indexed, professionally organized commercial data room.

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Comprehensive

Lender-ready and investor-ready packaging with deeper review support and executive presentation quality.

$37,995

Timeline

4 weeks

  • All Foundation services fully itemized and delivered
  • Lender-style data room category mapping
  • Expanded financial package review
  • Five-year integrated forecast support
  • DSCR, LTV, LTC, and sensitivity worksheet support
  • Market-study and third-party report coordination tracker
  • Contract abstraction summaries
  • Tax matrix and incentive summary
  • Insurance review summary matrix
  • KYC, AML, beneficial ownership, closing checklist, and management presentation memo

Best for

Sponsors and operators preparing a lender or investor process with full-stack underwriting support.

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Most popular

Full-Spectrum

Top-tier diligence packaging for major transactions, complex capital stacks, and sophisticated large-firm underwriting.

$49,995

Timeline

4 weeks

  • All Foundation and Comprehensive services fully itemized and delivered
  • Full 13-category lender-ready data room architecture (Google Drive or Dropbox)
  • Advanced issue-spotting across missing, inconsistent, or outdated diligence items
  • Executive-ready lender or investor briefing book
  • Detailed diligence response matrix
  • Third-party advisor coordination support
  • Cross-reference indexing between files and request lists
  • Funding-use narrative and capital request support memorandum
  • Portfolio and sponsor track-record presentation package
  • Final red-flag memo and readiness summary

Best for

Sponsors running a major transaction, complex capital stack, or sophisticated large-firm underwriting process where every diligence question must land cleanly.

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Corporate Architecture

Multi-entity corporate architecture and operational design for high-growth businesses in heavily regulated or litigation-sensitive industries.

$199,995

Timeline

8 weeks

  • All Full-Spectrum services fully itemized and delivered
  • Custom institutional corporate architecture blueprint with entity and operational flowchart
  • Multi-entity operational architecture with domestic and international holding-company structure
  • Functional entity segmentation, operational separation, and IP isolation architecture
  • Liability separation framework and operational ring-fencing specifications
  • Regulatory documentation architecture, claims-substantiation workflow specifications, and compliance committee framework
  • Multi-processor payment continuity, treasury reserve, and merchant-settlement resilience architecture
  • Intercompany agreement, licensing, and royalty structure framework
  • Trademark, brand, formula, and customer-data ownership architecture
  • Exit-ready organizational framework with M&A, investor, and acquisition positioning
  • Strategic risk assessment summary and governance and operational separation overview

Important — LaunchFirst is not a law firm and does not provide legal advice. This engagement addresses operational, legal, regulatory, and financial exposure through structuring concepts commonly used in corporate planning — it is not designed to conceal risk or evade regulation. Deliverables are organizational and structural recommendations and do not constitute legal, tax, or regulatory advice. Clients must engage qualified counsel before implementing any structural change.

Best for

Founders and operators in heavily regulated or litigation-sensitive industries who need a multi-entity architecture for asset segmentation, regulatory documentation, banking and investor confidence, and exit readiness.

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Third-party costs (appraisals, environmental reports, surveys, title work, engineering reports, legal opinions) may apply in addition to advisory fees, consistent with industry practice.

LaunchFirst transfers finished data rooms for Due Diligence packages to the client at the end of the engagement, with full custodial ownership of the data room and its contents delivered to the client.

INSTITUTIONAL DATA ROOM

13 sections. One taxonomy.

The category architecture institutional lenders, investors, and credit committees expect to see when they open a data room. Every LaunchFirst Institutional Due Diligence engagement organizes materials against this map.

  • 01

    Corporate & organizational

    Formation, good standing, governance, ownership, subsidiaries.

  • 02

    Financial statements

    Three years audited, interim, monthly accounts, debt schedule, EBITDA bridge.

  • 03

    Projections & business plan

    Five-year integrated forecast, scenarios, DSCR / LTV / LTC, sensitivities.

  • 04

    Capital structure

    Cap table, debt covenants, intercompany, sources-and-uses, security stack.

  • 05

    Legal & regulatory

    Litigation, license register, regulator letters, KYC / AML, BOI.

  • 06

    Contracts & agreements

    Customer, supplier, lease, IP, change-of-control, abstracts.

  • 07

    Real estate & assets

    Title, survey, environmental, zoning, appraisal, condition, rent roll. Project / asset LOIs, contracts, purchase agreements, and other pending or signed agreements.

  • 08

    Tax documentation

    Federal returns, state filings, payroll-tax current, property-tax history.

  • 09

    Human capital

    Org chart, key-person agreements, comp, equity, change-of-control.

  • 10

    Insurance

    GL, property, BI, lender's loss payee, additional insured, workers' comp.

  • 11

    Market studies

    Market reports, feasibility, third-party engineering, pricing studies.

  • 12

    Principal & sponsor

    Track record, biographies, references, prior deals, personal financials. Personal guarantee (generally owners greater than 20% ownership or outstanding shares).

  • 13

    Transaction & closing

    Term sheet, closing checklist, conditions precedent, signature pages.

CONFIDENTIALITY & PROFESSIONAL HANDLING

LaunchFirst engagements frequently involve sensitive operational, financial, legal, and strategic materials. Client information is managed using structured confidentiality practices and secure document-management workflows. All materials are handled under the engagement letter's confidentiality terms; specific NDA language is incorporated by reference at engagement signing.

Ready to be capital-ready?

Introduction call. Audio only. No deck required.

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