GMS Logo
Compliance • Dashboards • Investor Trust

Investor Readiness Package

Make due diligence a non-event. In 30 days, we deliver compliance baselines, cost + growth dashboards, and a security posture that satisfies VC and PE scrutiny — powered by CompliTru AI.

Book a 20-min Strategy Call

Executive Outcomes

Every diligence process is a test of trust. This package ensures your cloud, compliance, and cost story are bulletproof, so investors focus on growth — not gaps.

Faster Funding Rounds

No delays, no last-minute scramble. Due diligence materials are audit-ready on day one.

Stronger Valuation

De-risked compliance and governance translates into better multiples at close.

Board Confidence

Dashboards show live compliance, cost efficiency, and security posture — stories boards love.

What You Get

30-Day SOC 2 Baseline

  • Mapped to critical controls
  • Evidence auto-collected by CompliTru AI
  • Zero audit surprises

Cost + Growth Dashboards

  • Real-time cloud cost visibility
  • Growth metrics for investors
  • Unit economics that drive confidence

Investor-Ready Documentation

  • Board-ready compliance summary
  • Executive narrative with KPIs
  • PDFs, dashboards, and reports for diligence rooms

30-Day Timeline & Artifacts

Week 1 — Baseline Assess compliance gaps, cost visibility, and security posture.
Artifacts: Compliance snapshot, cost baseline.
Week 2 — CompliTru AI Agent Deploy agent to automate compliance evidence + dashboards.
Artifacts: AI agent logs, first investor dashboard.
Week 3 — Investor Metrics Finalize growth + unit economics dashboards, security posture summary.
Artifacts: Cost/growth dashboards, risk heatmap.
Week 4 — Investor Package Deliver investor-ready documentation and train execs for diligence Q&A.
Artifacts: Board deck, investor data room package.

Investor Data Room Deliverable

At the end of 30 days, you don’t just get “cloud configs.” You walk away with a turnkey investor data room package — designed to make due diligence frictionless and valuation-accretive. Every artifact is board-ready, branded, and backed by CompliTru AI.

Investor Readiness Package Architecture Diagram

Deliverable Components:

  • 📑 Compliance Evidence Binder — SOC 2 baseline mapped, evidence auto-collected by AI, exportable for data rooms.
  • 📊 Cost & Growth Dashboards — ARR, churn, CAC:LTV, and cloud efficiency in one live investor view.
  • 🔒 Security Heatmap — visual risk posture with remediation status (green = fixed, yellow = in progress, red = at risk).
  • 🗂️ Investor Narrative Deck — packaged slides that tie compliance, security, and cost into a valuation story.

Illustrative: All artifacts consolidated into an investor-facing package, proving operational maturity and de-risking your raise or exit.

Why Investors Care

The Story They Want to Hear

  • “We’re audit-ready today, not someday.”
  • “We know our unit economics and growth drivers in real-time.”
  • “Our cloud and compliance posture reduces your risk.”

Valuation Impact

Preparedness signals maturity, lowers perceived risk, and helps defend a higher valuation multiple.

What Clients Say

“When diligence started, our data room was already full. The VCs told us it was the smoothest audit they’d seen — and we closed 3 weeks faster.”

— CEO, SaaS Scaleup

Ready to make diligence a non-event?

In 30 days, we deliver SOC 2 baseline, growth + cost dashboards, and investor-ready documentation — powered by CompliTru AI.

Book a 20-min Strategy Call