Who it is for
- Founders preparing investor diligence
- Boards preparing fundraising or transaction materials
- Startup finance and operations teams
- Corporate advisers and startup lawyers
- Private capital and family office diligence teams
Request scoping
Request scoping
Tell us what records you have, what round you are preparing for and when you need the Investor Readiness Pack.
Do not send confidential documents, privileged material or matter records through this form. We agree controlled transfer arrangements after scoping.
Non-confidential readiness questions
- Company, role and adviser context
- Funding or transaction stage
- Approximate file count and data-room status
- Known missing records or conversion issues
- Requested delivery timing
Review boundaries
No documents through the website
PLATO prepares records for review by your team and advisers. It does not provide legal, investment, fundraising, tax or accounting advice through the website. Public forms are for scoping only and do not request document upload.