Replace “hire and grow” with a plan an investor can test. Tie each part of the round to one assumption, one evidence checkpoint and one review date.
Round context
Evidence checkpoints
Investor-readable view
| Use | Capital | Assumption | Evidence checkpoint | Review |
|---|---|---|---|---|
| Add the first checkpoint above. The completed plan will appear here. | ||||
Before the investor room
For a pre-seed or seed founder, broad categories such as product, sales and hiring describe where capital goes. They do not show which uncertainty each allocation is meant to resolve. This worksheet adds that missing evidence layer without turning the plan into a company score.
Name each use, the capital allocated to it, the assumption it must test, the evidence checkpoint, the review month and the owner. The investor can then see both the budget and the proof the round is intended to produce.
A budget records where capital goes. This template also records what each allocation is meant to test and what evidence will be reviewed. The allocation check exposes any amount that remains unassigned or exceeds the round.
No. A complete row means the assumption, evidence checkpoint, timing and owner are named. The planner does not validate claims, score a company, provide investment advice or replace full due diligence.
Entries stay in the current browser document. The page has no account, upload, analytics or server-side storage. Closing or refreshing the page clears the plan unless you copy or download it first.
From planning to an outside read
DDScore turns private-company materials into a structured 0–100 Due Diligence Score and written report across 12 dimensions. It checks submitted claims against current public information and surfaces strengths, risks and missing evidence. It supports judgement and first-pass due diligence. It does not replace investor judgement or full due diligence.
Disclosure: I work on DDScore.