Custiligence
Discuss your round

Start the process

Let’s talk about your round.

This intake is for founders and operators preparing for an active or upcoming customer diligence process.

This is an initial inquiry. We’ll review your situation and recommend a package, scope, and next step. Nothing here starts customer outreach.

  • Share the current situation in a few sentences.
  • Add customer count, timing, or stage if it helps.
  • Flag any strategic or sensitive relationships early.
Your scope (optional)

Choose a package below, or leave it open for our recommendation.

Review optional add-ons

An estimate for discussion. We confirm scope and pricing before work begins. Selected add-ons are included with your inquiry.

Add fundraising details (optional)

Next Steps

What happens after you reach out

  1. We review your situation

    We look at your fundraising stage, customer mix, timeline, and goals.

  2. We recommend a process

    We suggest the right package, expected scope, and likely workflow.

  3. We begin with founder intake

    If there is a fit, we start with account mapping, reference planning, and a proposed diligence path.

Fit signals

A good fit for your situation

Active or upcoming fundraise

You are preparing for customer diligence while investor interest is live or close.

Focused customer base

You have a small number of meaningful customer accounts that matter most.

Repeated investor outreach

You want to reduce duplicate requests before customers get pulled into too many calls.

Sensitive relationships

You need a more controlled process for strategic, regulated, or high-value customers.

Neutral proof

You want credible customer signal without making the team look evasive.

What to prepare

Have a few details ready

You do not need a perfect plan before reaching out.

  • your fundraising stage
  • your target timing
  • an estimate of how many meaningful customer accounts you have
  • any known sensitive or strategic accounts
  • whether investors are already asking for customer access