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Startup fundraising · Fundraising Documents

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  1. Facts

    Stage: Financial, always in data room.

  2. Provisions and law

    Your Savvy confirms the exact sections for your case.

  3. Analysis

    Documents: Audited P&L + Balance Sheet (all years); Bank statements (12-24 months); Cap table (current + post-round); MIS / monthly financial reports; Revenue breakdown by customer/product; Unit economics (CAC, LTV, payback); Financial projections (3-5 years); GST returns (12-24 months); ITR filings; TDS returns (if employees / vendors); Outstanding liabilities / loans list.

  4. Conclusion

    1. Audited P&L + Balance Sheet (all years)
    2. Bank statements (12-24 months)
    3. Cap table (current + post-round)
    4. MIS / monthly financial reports
    5. Revenue breakdown by customer/product
    6. Unit economics (CAC, LTV, payback)

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General guidance from TaxSavvy’s library of money processes. Laws change; your Savvy confirms the answer on your exact case before anything is filed.

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