Diligence & Exit Readiness
Be diligence-ready
before timelines compress.
Keep the governance record ready before requests arrive.
PostSig IRI connects ownership, rights, approvals, restrictions, preferences, and source evidence into a review-ready portfolio record.
Diligence-ready record
EVIDENCE PACK
Audit request
Ownership
Rights
Approvals
Prefs
Ask → Answer → Pack
Current answer
Rights context
Restrictions
Source pack
Ready to review
Organize portfolio evidence
Keep ownership, rights, approvals, restrictions, and supporting documents connected by company.
Answer diligence questions faster
Surface the rights, preferences, restrictions, and obligations behind each response.
Prepare for exits
Understand liquidation preferences, consent rights, transfer restrictions, and approvals early.
Reduce legal and finance scramble
Give teams a cleaner record before timelines compress.
Diligence-ready record
Ownership
Rights
Approvals
Prefs
THE PROBLEM
Diligence turns scattered records into urgent work.
Diligence readiness means the governance record is ready before requests arrive. Teams need fast answers to ownership, rights, approvals, preferences, restrictions, and source-document questions.
Fundraising, LP diligence, portfolio exits, M&A processes, secondary transactions, and strategic reviews all require fast, accurate answers. What do we own? What rights do we have? What approvals are required? What liquidation preferences apply? Are there transfer restrictions?
When the portfolio record is not already connected, diligence becomes a scramble.
When diligence starts, the governance record should already be ready.
THE RECORD KEEPS MOVING
Diligence exposes every gap in the portfolio record.
When timelines compress, teams need ownership, rights, approvals, restrictions, preferences, and source documents immediately. The record has to be current before diligence starts.
01
Investment History
02
Rights Changes
03
Approval Path
04
Restrictions
05
Diligence Evidence Pack
Static records tell you what was signed. IRI needs the current truth: what governs now, and why.
LINEAGEAI™
LineageAI™ connects the document history to the current answer.
It does not just summarize one document. It understands how agreements, side letters, amendments, and later events relate over time, so teams can see what governs now.
Cross-document intelligence
Connects agreements, side letters, amendments, restatements, and related records.
Temporal change tracking
Understands how rights, economics, approvals, and evidence changed over time.
Source-backed answers
Keeps every current answer tied to the documents and lineage behind it.
APPLIED INSIDE IRI
Inside IRI, LineageAI™ becomes an audit workflow: current answer, source evidence, review path, and evidence pack.
CURRENT STACK → IRI
IRI unlocks the intelligence locked inside your documents.
Document Intelligence identifies what each agreement says. Cross-document intelligence shows how agreements relate over time. LineageAI™ keeps the answer current as new documents arrive.
YOUR CURRENT STACK
CLM
Captures negotiated intent and manages the path to signature.
WHAT IRI UNLOCKS
Post-signature intelligence
Turns signed agreements into living investor-rights intelligence teams can act on as the portfolio changes.
YOUR CURRENT STACK
File storage / repositories
Holds agreements, side letters, amendments, and supporting files.
WHAT IRI UNLOCKS
Document Intelligence
Extracts the rights, obligations, economics, and evidence locked inside each document.
YOUR CURRENT STACK
Amendments and new rounds
Change the answer across documents, time, and jurisdictions.
WHAT IRI UNLOCKS
Cross-document lineage
Connects related records to understand how terms relate, what changed, and what supersedes what.
YOUR CURRENT STACK
Spreadsheets and portfolio systems
Track numbers, notes, status, ownership, and company context.
WHAT IRI UNLOCKS
Current governing view
Connects operational data to document context so teams see what is current and what governs now.
Economics
Ownership, preferences, cost basis, and value context stay connected to evidence.
Control
Consent rights, approvals, thresholds, and restrictions stay visible before decisions move.
Defensibility
Every answer can be traced back to source documents and review history.
Timing
Teams answer faster when audits, LP requests, diligence, or exits compress timelines.
DILIGENCE QUESTIONS IRI ANSWERS
The diligence questions your team asks are the questions IRI was built to answer.
Each row starts with a real question and shows how IRI connects the current answer to source evidence. The goal is not faster search. It is a defensible current record.
Diligence Question
IRI Answer
Source Evidence
What do we own?
Connects ownership, capitalization, and investment history.
Investment agreements, cap table extracts, closing documents, ownership records.
What rights do we have?
Surfaces current investor rights and source documents.
Investor rights agreements, side letters, amendments, restatements.
What approvals are required?
Identifies consent rights, board rights, voting terms, and approval thresholds.
Protective provisions, voting agreements, board consents, approval provisions.
Are there transfer restrictions?
Connects transfer restrictions to governing documents.
ROFR agreements, voting agreements, shareholder agreements, side letters.
Which documents support the answer?
Links diligence responses to source evidence and review history.
Document lineage, extracted terms, review records, evidence packs.
BEFORE / AFTER IRI
From diligence scramble to evidence-ready response.
Before IRI
Deal teams rebuild records when timelines compress
Restrictions, approvals, and preferences are checked late
Evidence is scattered across folders and trackers
Exit readiness depends on manual coordination
With PostSig IRI
Ownership, rights, approvals, and restrictions stay connected
Evidence is easier to review before requests arrive
Teams respond faster when diligence starts
Exit and secondary processes move with fewer surprises
ROLE-BASED VALUE
Built for every team pulled into diligence.
Fund CFOs and finance teams
Need faster response to diligence and exit questions with ownership, value, and evidence context.
Fund operations
Need less manual routing and fewer missed requests.
Investment teams
Need less time reconstructing portfolio history under pressure.
Legal and fund counsel
Need faster legal review with clearer source evidence.
Firm leadership
Needs better control when timelines compress.
FAQ
Diligence & Exit Readiness FAQ
What is diligence readiness for VC firms?
Diligence readiness is the ability to answer portfolio ownership, rights, approval, preference, restriction, and source-document questions quickly when fundraising, LP diligence, secondary, exit, or M&A processes begin.
Why does diligence become difficult?
The answer is often spread across documents, cap tables, side letters, amendments, board materials, valuation files, and institutional memory.
How does IRI help with exit readiness?
IRI connects liquidation preferences, approval rights, transfer restrictions, ownership economics, and supporting documents before exit timelines accelerate.
Does IRI replace a data room?
No. IRI helps teams prepare the evidence and current answers that may later be shared or reviewed.
What role does LineageAI™ play?
LineageAI™ connects documents and terms across time so teams can understand what changed, what applies now, and which evidence supports the answer.
Which teams use IRI for diligence readiness?
Finance, fund operations, investment, legal, and leadership teams use IRI to respond faster with source-backed portfolio context.
IRI PLATFORM
The operating intelligence layer for investor rights.
The same IRI foundation supports audit readiness, valuation review, LP reporting, approvals, rights tracking, diligence, and exit preparation.
IRI PLATFORM VIEW
A current operating view across rights, economics, workflow, and evidence.
Deal Workflow
Move audits, approvals, diligence, exits, and portfolio follow-up from question to reviewable action.
Portfolio Intelligence
See firm-wide exposure, fund-level rights, and portfolio company context without rebuilding history.
Cap Tables & Economics
Connect ownership, cost basis, FMV, liquidation preferences, seniority, and round history.
Cross-Document Intelligence
LineageAI™ connects related documents to show what is in force now.
LP Reporting
Connect information rights, fund/entity context, and source evidence behind reporting requests.
Rights Intelligence
Surface information rights, consent rights, approval thresholds, protective provisions, and governance constraints.
READY WHEN IT MATTERS
Be ready before diligence starts.
See how IRI keeps rights, approvals, restrictions, and evidence ready before timelines compress.
When diligence starts, your governance record should already be ready.
OS for
Venture.
Operating intelligence for venture scale.
