The Crimson Bench

Board & Fundraising · Excel Toolkit · 5 models

Due Diligence Checklist

$49

Be diligence-ready before investors ask.

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＋ Includes The Operator's Kit free — cheat sheet, chart pack, checklist & quick-start guide.

About This Product

Be diligence-ready before investors ask. A ready-to-use toolkit from The Crimson Bench, built by Ivy League-educated operators — 5 formula-driven Excel models you open, plug your numbers into, and use forever. Buy once, download instantly. No calls, no retainers.

What's Inside — 5 Excel Models

Every model is formula-driven: the pale-gold cells are your inputs, everything else calculates automatically. Works in Microsoft Excel and Google Sheets.

01

12-Month P&L Projection.xlsx

Driver-based profit & loss with EBITDA and margins, month by month.

02

Cap Table & Dilution.xlsx

Model ownership and post-round dilution before you sign a term sheet.

03

Budget vs. Actual Tracker.xlsx

Plan the budget, log actuals, and see variance by category at a glance.

04

Hiring Plan & Payroll Model.xlsx

Roles, fully-loaded salaries, and cumulative payroll by start month.

05

KPI Dashboard.xlsx

Track your metrics against targets with red/amber/green status.

What's Included

  • ✓12-Month P&L Projection — Driver-based profit & loss with EBITDA and margins, month by month.
  • ✓Cap Table & Dilution — Model ownership and post-round dilution before you sign a term sheet.
  • ✓Budget vs. Actual Tracker — Plan the budget, log actuals, and see variance by category at a glance.
  • ✓Hiring Plan & Payroll Model — Roles, fully-loaded salaries, and cumulative payroll by start month.
  • ✓KPI Dashboard — Track your metrics against targets with red/amber/green status.
  • ✓Works in Microsoft Excel & Google Sheets — fully editable
  • ✓Instant download · free lifetime updates

Included Free With Every Toolkit

The Operator's Kit

Every toolkit ships with a free bonus pack — the extras that turn a spreadsheet into a board-ready deliverable.

  • ✓Operator's Cheat Sheet

    One page: every key formula, metric, and benchmark in the toolkit, ready to reference.

  • ✓Investor-Grade Chart Pack

    Pre-styled chart templates so your outputs look board-ready in a click.

  • ✓The Assumptions Checklist

    The questions to pressure-test before you trust any model’s output.

  • ✓Quick-Start Guide

    Open it, plug in your numbers, and get an answer in under 10 minutes.

  • ✓Excel + Google Sheets versions

    Every file works in both — nothing new to buy or install.

Pairs With These Simulators

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Frequently Asked Questions

What do I get with the Due Diligence Checklist?

The Due Diligence Checklist is an instant-download excel toolkit · 5 models. It includes: 12-Month P&L Projection — Driver-based profit & loss with EBITDA and margins, month by month.; Cap Table & Dilution — Model ownership and post-round dilution before you sign a term sheet.; Budget vs. Actual Tracker — Plan the budget, log actuals, and see variance by category at a glance.; Hiring Plan & Payroll Model — Roles, fully-loaded salaries, and cumulative payroll by start month.; KPI Dashboard — Track your metrics against targets with red/amber/green status.; Works in Microsoft Excel & Google Sheets — fully editable; Instant download · free lifetime updates. You download it immediately after purchase and keep it forever.

Is the Due Diligence Checklist editable?

Yes. The Due Diligence Checklist is fully editable — rebrand it, adjust it, and make it your own. Nothing is locked.

Do I get updates?

Yes. Your purchase includes free lifetime updates. When we improve the Due Diligence Checklist, you get the new version at no extra cost.

Who built the Due Diligence Checklist?

It was built by The Crimson Bench's Ivy League-educated operators — the same people we deploy into C-suites. This is the self-serve version of that expertise.

The Crimson Bench · Est. 2002 · Founded in New York City

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