Category: SaaS
A data room for subscription software
Investors in software businesses look closely at recurring revenue quality. Diligly helps you organize subscription metrics and the contracts and policies behind them.
Sample due-diligence checklist
SampleCompany and legal
- Incorporation and registration records
- Founder and team overview
- Ownership summary
- Intellectual property assignments
Financials
- Historical financial statements
- Current-year budget or forecast
- Funding history summary
Software and subscriptions
- Revenue breakdown by plan
- Retention and churn reporting
- Customer contract templates
- Security and uptime documentation
Items vary by company. Each one shows whether it is founder-provided, uploaded or outstanding. Diligly does not independently verify any of it.
Metrics that fit
- Monthly and annual recurring revenue (MRR, ARR)
- Customer count and revenue by plan
- Churn and net revenue retention
- Customer acquisition cost and payback period
- Sales pipeline summary
Documents to prepare
- Sample customer agreements
- Pricing and plan documentation
- Security and data-handling policies
- Product roadmap
Other categories
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