@girardmedia/bootspring 1.2.0 → 2.0.3

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Files changed (253) hide show
  1. package/README.md +107 -14
  2. package/bin/bootspring.js +166 -27
  3. package/cli/agent.js +189 -17
  4. package/cli/analyze.js +499 -0
  5. package/cli/audit.js +557 -0
  6. package/cli/auth.js +495 -38
  7. package/cli/billing.js +302 -0
  8. package/cli/build.js +695 -0
  9. package/cli/business.js +109 -26
  10. package/cli/checkpoint-utils.js +168 -0
  11. package/cli/checkpoint.js +639 -0
  12. package/cli/cloud-sync.js +447 -0
  13. package/cli/content.js +198 -0
  14. package/cli/context.js +1 -1
  15. package/cli/deploy.js +543 -0
  16. package/cli/fundraise.js +112 -50
  17. package/cli/github-cmd.js +435 -0
  18. package/cli/health.js +477 -0
  19. package/cli/init.js +84 -13
  20. package/cli/legal.js +107 -95
  21. package/cli/log.js +2 -2
  22. package/cli/loop.js +976 -73
  23. package/cli/manager.js +711 -0
  24. package/cli/metrics.js +480 -0
  25. package/cli/monitor.js +812 -0
  26. package/cli/onboard.js +521 -0
  27. package/cli/orchestrator.js +12 -24
  28. package/cli/prd.js +594 -0
  29. package/cli/preseed-start.js +1483 -0
  30. package/cli/preseed.js +2302 -0
  31. package/cli/project.js +436 -0
  32. package/cli/quality.js +233 -0
  33. package/cli/security.js +913 -0
  34. package/cli/seed.js +1441 -5
  35. package/cli/skill.js +273 -211
  36. package/cli/suggest.js +989 -0
  37. package/cli/switch.js +453 -0
  38. package/cli/visualize.js +527 -0
  39. package/cli/watch.js +769 -0
  40. package/cli/workspace.js +607 -0
  41. package/core/analyze-workflow.js +1134 -0
  42. package/core/api-client.js +535 -22
  43. package/core/audit-workflow.js +1350 -0
  44. package/core/build-orchestrator.js +480 -0
  45. package/core/build-state.js +577 -0
  46. package/core/checkpoint-engine.js +408 -0
  47. package/core/config.js +1109 -26
  48. package/core/context-loader.js +21 -1
  49. package/core/deploy-workflow.js +836 -0
  50. package/core/entitlements.js +93 -22
  51. package/core/github-sync.js +610 -0
  52. package/core/index.js +8 -1
  53. package/core/ingest.js +1111 -0
  54. package/core/metrics-engine.js +768 -0
  55. package/core/onboard-workflow.js +1007 -0
  56. package/core/preseed-workflow.js +934 -0
  57. package/core/preseed.js +1617 -0
  58. package/core/project-context.js +325 -0
  59. package/core/project-state.js +694 -0
  60. package/core/r2-sync.js +583 -0
  61. package/core/scaffold.js +525 -7
  62. package/core/session.js +258 -0
  63. package/core/task-extractor.js +758 -0
  64. package/core/telemetry.js +28 -6
  65. package/core/tier-enforcement.js +737 -0
  66. package/core/utils.js +38 -14
  67. package/generators/questionnaire.js +15 -12
  68. package/generators/sections/ai.js +7 -7
  69. package/generators/sections/content.js +300 -0
  70. package/generators/sections/index.js +3 -0
  71. package/generators/sections/plugins.js +7 -6
  72. package/generators/templates/build-planning.template.js +596 -0
  73. package/generators/templates/content.template.js +819 -0
  74. package/generators/templates/index.js +2 -1
  75. package/hooks/git-autopilot.js +1250 -0
  76. package/hooks/index.js +9 -0
  77. package/intelligence/agent-collab.js +2057 -0
  78. package/intelligence/auto-suggest.js +634 -0
  79. package/intelligence/content-gen.js +1589 -0
  80. package/intelligence/cross-project.js +1647 -0
  81. package/intelligence/index.js +184 -0
  82. package/intelligence/learning/insights.json +517 -7
  83. package/intelligence/learning/pattern-learner.js +1008 -14
  84. package/intelligence/memory/decision-tracker.js +1431 -31
  85. package/intelligence/memory/decisions.jsonl +0 -0
  86. package/intelligence/orchestrator.js +2896 -1
  87. package/intelligence/prd.js +92 -1
  88. package/intelligence/recommendation-weights.json +14 -2
  89. package/intelligence/recommendations.js +463 -9
  90. package/intelligence/workflow-composer.js +1451 -0
  91. package/marketplace/index.d.ts +324 -0
  92. package/marketplace/index.js +1921 -0
  93. package/mcp/contracts/mcp-contract.v1.json +342 -4
  94. package/mcp/registry.js +680 -3
  95. package/mcp/response-formatter.js +23 -0
  96. package/mcp/tools/assist-tool.js +78 -4
  97. package/mcp/tools/autopilot-tool.js +408 -0
  98. package/mcp/tools/content-tool.js +571 -0
  99. package/mcp/tools/dashboard-tool.js +251 -5
  100. package/mcp/tools/mvp-tool.js +344 -0
  101. package/mcp/tools/plugin-tool.js +23 -1
  102. package/mcp/tools/prd-tool.js +579 -0
  103. package/mcp/tools/seed-tool.js +447 -0
  104. package/mcp/tools/skill-tool.js +43 -14
  105. package/mcp/tools/suggest-tool.js +147 -0
  106. package/package.json +15 -6
  107. package/agents/README.md +0 -93
  108. package/agents/ai-integration-expert/context.md +0 -386
  109. package/agents/api-expert/context.md +0 -416
  110. package/agents/architecture-expert/context.md +0 -454
  111. package/agents/auth-expert/context.md +0 -399
  112. package/agents/backend-expert/context.md +0 -483
  113. package/agents/business-strategy-expert/context.md +0 -180
  114. package/agents/code-review-expert/context.md +0 -365
  115. package/agents/competitive-analysis-expert/context.md +0 -239
  116. package/agents/data-modeling-expert/context.md +0 -352
  117. package/agents/database-expert/context.md +0 -250
  118. package/agents/devops-expert/context.md +0 -446
  119. package/agents/email-expert/context.md +0 -379
  120. package/agents/financial-expert/context.md +0 -213
  121. package/agents/frontend-expert/context.md +0 -364
  122. package/agents/fundraising-expert/context.md +0 -257
  123. package/agents/growth-expert/context.md +0 -249
  124. package/agents/index.js +0 -140
  125. package/agents/investor-relations-expert/context.md +0 -266
  126. package/agents/legal-expert/context.md +0 -284
  127. package/agents/marketing-expert/context.md +0 -236
  128. package/agents/monitoring-expert/context.md +0 -362
  129. package/agents/operations-expert/context.md +0 -279
  130. package/agents/partnerships-expert/context.md +0 -286
  131. package/agents/payment-expert/context.md +0 -340
  132. package/agents/performance-expert/context.md +0 -377
  133. package/agents/private-equity-expert/context.md +0 -246
  134. package/agents/railway-expert/context.md +0 -284
  135. package/agents/research-expert/context.md +0 -245
  136. package/agents/sales-expert/context.md +0 -241
  137. package/agents/security-expert/context.md +0 -343
  138. package/agents/testing-expert/context.md +0 -414
  139. package/agents/ui-ux-expert/context.md +0 -448
  140. package/agents/vercel-expert/context.md +0 -426
  141. package/skills/index.js +0 -787
  142. package/skills/patterns/README.md +0 -163
  143. package/skills/patterns/ai/agents.md +0 -281
  144. package/skills/patterns/ai/claude.md +0 -138
  145. package/skills/patterns/ai/embeddings.md +0 -150
  146. package/skills/patterns/ai/rag.md +0 -266
  147. package/skills/patterns/ai/streaming.md +0 -170
  148. package/skills/patterns/ai/structured-output.md +0 -162
  149. package/skills/patterns/ai/tools.md +0 -154
  150. package/skills/patterns/analytics/tracking.md +0 -220
  151. package/skills/patterns/api/errors.md +0 -296
  152. package/skills/patterns/api/graphql.md +0 -440
  153. package/skills/patterns/api/middleware.md +0 -279
  154. package/skills/patterns/api/openapi.md +0 -285
  155. package/skills/patterns/api/rate-limiting.md +0 -231
  156. package/skills/patterns/api/route-handler.md +0 -217
  157. package/skills/patterns/api/server-action.md +0 -249
  158. package/skills/patterns/api/versioning.md +0 -443
  159. package/skills/patterns/api/webhooks.md +0 -247
  160. package/skills/patterns/auth/clerk.md +0 -132
  161. package/skills/patterns/auth/mfa.md +0 -313
  162. package/skills/patterns/auth/nextauth.md +0 -140
  163. package/skills/patterns/auth/oauth.md +0 -237
  164. package/skills/patterns/auth/rbac.md +0 -152
  165. package/skills/patterns/auth/session-management.md +0 -367
  166. package/skills/patterns/auth/session.md +0 -120
  167. package/skills/patterns/database/audit.md +0 -177
  168. package/skills/patterns/database/migrations.md +0 -177
  169. package/skills/patterns/database/pagination.md +0 -230
  170. package/skills/patterns/database/pooling.md +0 -357
  171. package/skills/patterns/database/prisma.md +0 -180
  172. package/skills/patterns/database/relations.md +0 -187
  173. package/skills/patterns/database/seeding.md +0 -246
  174. package/skills/patterns/database/soft-delete.md +0 -153
  175. package/skills/patterns/database/transactions.md +0 -162
  176. package/skills/patterns/deployment/ci-cd.md +0 -231
  177. package/skills/patterns/deployment/docker.md +0 -188
  178. package/skills/patterns/deployment/monitoring.md +0 -387
  179. package/skills/patterns/deployment/vercel.md +0 -160
  180. package/skills/patterns/email/resend.md +0 -143
  181. package/skills/patterns/email/templates.md +0 -245
  182. package/skills/patterns/email/transactional.md +0 -503
  183. package/skills/patterns/email/verification.md +0 -176
  184. package/skills/patterns/files/download.md +0 -243
  185. package/skills/patterns/files/upload.md +0 -239
  186. package/skills/patterns/i18n/nextintl.md +0 -188
  187. package/skills/patterns/logging/structured.md +0 -292
  188. package/skills/patterns/notifications/email-queue.md +0 -248
  189. package/skills/patterns/notifications/push.md +0 -279
  190. package/skills/patterns/payments/checkout.md +0 -303
  191. package/skills/patterns/payments/invoices.md +0 -287
  192. package/skills/patterns/payments/portal.md +0 -245
  193. package/skills/patterns/payments/stripe.md +0 -272
  194. package/skills/patterns/payments/subscriptions.md +0 -300
  195. package/skills/patterns/payments/usage.md +0 -279
  196. package/skills/patterns/performance/caching.md +0 -276
  197. package/skills/patterns/performance/code-splitting.md +0 -233
  198. package/skills/patterns/performance/edge.md +0 -254
  199. package/skills/patterns/performance/isr.md +0 -266
  200. package/skills/patterns/performance/lazy-loading.md +0 -281
  201. package/skills/patterns/realtime/sse.md +0 -327
  202. package/skills/patterns/realtime/websockets.md +0 -336
  203. package/skills/patterns/search/filtering.md +0 -329
  204. package/skills/patterns/search/fulltext.md +0 -260
  205. package/skills/patterns/security/audit-logging.md +0 -444
  206. package/skills/patterns/security/csrf.md +0 -234
  207. package/skills/patterns/security/headers.md +0 -252
  208. package/skills/patterns/security/sanitization.md +0 -258
  209. package/skills/patterns/security/secrets.md +0 -261
  210. package/skills/patterns/security/validation.md +0 -268
  211. package/skills/patterns/security/xss.md +0 -229
  212. package/skills/patterns/seo/metadata.md +0 -252
  213. package/skills/patterns/state/context.md +0 -349
  214. package/skills/patterns/state/react-query.md +0 -313
  215. package/skills/patterns/state/url-state.md +0 -482
  216. package/skills/patterns/state/zustand.md +0 -262
  217. package/skills/patterns/testing/api.md +0 -259
  218. package/skills/patterns/testing/component.md +0 -233
  219. package/skills/patterns/testing/coverage.md +0 -207
  220. package/skills/patterns/testing/fixtures.md +0 -225
  221. package/skills/patterns/testing/integration.md +0 -436
  222. package/skills/patterns/testing/mocking.md +0 -177
  223. package/skills/patterns/testing/playwright.md +0 -162
  224. package/skills/patterns/testing/snapshot.md +0 -175
  225. package/skills/patterns/testing/vitest.md +0 -307
  226. package/skills/patterns/ui/accordions.md +0 -395
  227. package/skills/patterns/ui/cards.md +0 -299
  228. package/skills/patterns/ui/dropdowns.md +0 -476
  229. package/skills/patterns/ui/empty-states.md +0 -320
  230. package/skills/patterns/ui/forms.md +0 -405
  231. package/skills/patterns/ui/inputs.md +0 -319
  232. package/skills/patterns/ui/layouts.md +0 -282
  233. package/skills/patterns/ui/loading.md +0 -291
  234. package/skills/patterns/ui/modals.md +0 -338
  235. package/skills/patterns/ui/navigation.md +0 -374
  236. package/skills/patterns/ui/tables.md +0 -407
  237. package/skills/patterns/ui/toasts.md +0 -300
  238. package/skills/patterns/ui/tooltips.md +0 -396
  239. package/skills/patterns/utils/dates.md +0 -435
  240. package/skills/patterns/utils/errors.md +0 -451
  241. package/skills/patterns/utils/formatting.md +0 -345
  242. package/skills/patterns/utils/validation.md +0 -434
  243. package/templates/bootspring.config.js +0 -83
  244. package/templates/business/business-model-canvas.md +0 -246
  245. package/templates/business/business-plan.md +0 -266
  246. package/templates/business/competitive-analysis.md +0 -312
  247. package/templates/fundraising/data-room-checklist.md +0 -300
  248. package/templates/fundraising/investor-research.md +0 -243
  249. package/templates/fundraising/pitch-deck-outline.md +0 -253
  250. package/templates/legal/gdpr-checklist.md +0 -339
  251. package/templates/legal/privacy-policy.md +0 -285
  252. package/templates/legal/terms-of-service.md +0 -222
  253. package/templates/mcp.json +0 -9
@@ -1,312 +0,0 @@
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- # Competitive Analysis: {{PROJECT_NAME}}
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-
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- > **Version**: 1.0 | **Created**: {{DATE}} | **Status**: Draft
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-
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- ---
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-
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- ## Executive Summary
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-
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- ### Our Position
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- [Brief description of your competitive positioning]
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-
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- ### Key Competitors
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- 1. **[Competitor 1]** - [One-line description]
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- 2. **[Competitor 2]** - [One-line description]
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- 3. **[Competitor 3]** - [One-line description]
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-
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- ### Our Competitive Advantage
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- [What makes us different/better?]
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-
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- ---
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-
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- ## Market Overview
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-
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- ### Market Definition
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- [Define the market you're competing in]
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-
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- ### Market Size
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- | Metric | Value | Source |
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- |--------|-------|--------|
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- | TAM | $X | |
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- | SAM | $X | |
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- | SOM | $X | |
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-
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- ### Market Trends
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- - **Trend 1**: [Description and impact]
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- - **Trend 2**: [Description and impact]
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- - **Trend 3**: [Description and impact]
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-
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- ### Market Dynamics
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- - Growth rate: X% YoY
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- - Key drivers: [What's driving growth]
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- - Barriers: [What's limiting growth]
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-
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- ---
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-
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- ## Competitor Profiles
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-
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- ### Competitor 1: [Name]
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-
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- **Overview**
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- | Attribute | Details |
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- |-----------|---------|
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- | Founded | |
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- | Headquarters | |
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- | Employees | |
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- | Funding | |
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- | Revenue (est.) | |
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-
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- **Product/Service**
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- [Description of their offering]
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-
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- **Target Market**
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- [Who they serve]
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-
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- **Pricing**
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- | Tier | Price | Features |
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- |------|-------|----------|
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- | | | |
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-
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- **Strengths**
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- - Strength 1
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- - Strength 2
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- - Strength 3
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-
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- **Weaknesses**
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- - Weakness 1
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- - Weakness 2
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- - Weakness 3
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-
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- **Strategy**
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- [Their go-to-market and competitive strategy]
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-
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- ---
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-
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- ### Competitor 2: [Name]
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-
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- **Overview**
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- | Attribute | Details |
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- |-----------|---------|
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- | Founded | |
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- | Headquarters | |
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- | Employees | |
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- | Funding | |
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- | Revenue (est.) | |
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-
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- **Product/Service**
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- [Description of their offering]
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- **Target Market**
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- [Who they serve]
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-
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- **Pricing**
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- | Tier | Price | Features |
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- |------|-------|----------|
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- | | | |
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-
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- **Strengths**
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- - Strength 1
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- - Strength 2
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- - Strength 3
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-
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- **Weaknesses**
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- - Weakness 1
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- - Weakness 2
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- - Weakness 3
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-
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- **Strategy**
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- [Their go-to-market and competitive strategy]
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-
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- ---
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-
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- ### Competitor 3: [Name]
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-
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- **Overview**
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- | Attribute | Details |
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- |-----------|---------|
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- | Founded | |
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- | Headquarters | |
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- | Employees | |
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- | Funding | |
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- | Revenue (est.) | |
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- **Product/Service**
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- [Description of their offering]
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- **Target Market**
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- [Who they serve]
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- **Pricing**
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- | Tier | Price | Features |
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- |------|-------|----------|
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- | | | |
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-
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- **Strengths**
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- - Strength 1
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- - Strength 2
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- - Strength 3
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- **Weaknesses**
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- - Weakness 1
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- - Weakness 2
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- - Weakness 3
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- **Strategy**
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- [Their go-to-market and competitive strategy]
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-
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- ---
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-
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- ## Feature Comparison
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-
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- | Feature | Us | Competitor 1 | Competitor 2 | Competitor 3 |
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- |---------|-----|--------------|--------------|--------------|
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- | Feature A | ✅ | ✅ | ❌ | ✅ |
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- | Feature B | ✅ | ❌ | ✅ | ❌ |
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- | Feature C | ✅ | ✅ | ✅ | ❌ |
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- | Feature D | 🔄 | ✅ | ✅ | ✅ |
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- | Feature E | ✅ | ❌ | ❌ | ❌ |
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-
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- ✅ = Available | ❌ = Not Available | 🔄 = In Development
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-
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- ---
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-
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- ## Pricing Comparison
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-
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- | Company | Entry Price | Mid-Tier | Enterprise | Notes |
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- |---------|-------------|----------|------------|-------|
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- | Us | | | | |
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- | Competitor 1 | | | | |
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- | Competitor 2 | | | | |
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- | Competitor 3 | | | | |
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-
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- ---
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-
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- ## SWOT Analysis
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-
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- ### Our SWOT
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-
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- | Strengths | Weaknesses |
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- |-----------|------------|
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- | - | - |
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- | - | - |
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- | - | - |
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-
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- | Opportunities | Threats |
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- |---------------|---------|
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- | - | - |
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- | - | - |
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- | - | - |
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- ---
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-
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- ## Competitive Positioning
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-
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- ### Positioning Map
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- ```
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- HIGH PRICE
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-
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- │ ○ Competitor 1
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-
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- LOW FEATURES ───────┼─────────── HIGH FEATURES
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-
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- ○ Comp 3 │ ★ US
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-
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- │ ○ Competitor 2
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- LOW PRICE
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- ```
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-
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- ### Our Positioning Statement
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- For [target customer] who [need/want], [Product] is a [category] that [key benefit]. Unlike [alternatives], we [key differentiator].
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-
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- ---
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-
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- ## Competitive Threats
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- ### Threat Assessment
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- | Threat | Likelihood | Impact | Mitigation |
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- |--------|------------|--------|------------|
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- | New entrant | Medium | High | Build switching costs |
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- | Price war | Low | Medium | Focus on value |
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- | Feature parity | High | Medium | Continuous innovation |
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- | Acquisition | Low | High | Stay agile |
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-
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- ### Moat Analysis
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- - [ ] Network effects
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- - [ ] Switching costs
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- - [ ] Brand loyalty
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- - [ ] Economies of scale
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- - [ ] Proprietary technology
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- - [ ] Regulatory barriers
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- - [ ] Data advantages
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-
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- ---
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- ## Competitive Strategy
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- ### How We Win
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- **Against Competitor 1**
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- - [Strategy point 1]
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- - [Strategy point 2]
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- **Against Competitor 2**
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- - [Strategy point 1]
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- - [Strategy point 2]
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- **Against Competitor 3**
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- - [Strategy point 1]
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- - [Strategy point 2]
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-
262
- ### Battlecards
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-
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- | Objection | Response |
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- |-----------|----------|
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- | "Competitor X is cheaper" | |
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- | "Competitor X has more features" | |
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- | "Competitor X is more established" | |
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-
270
- ---
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-
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- ## Action Items
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-
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- ### Short-term (0-3 months)
275
- - [ ] Action 1
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- - [ ] Action 2
277
- - [ ] Action 3
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-
279
- ### Medium-term (3-6 months)
280
- - [ ] Action 1
281
- - [ ] Action 2
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- - [ ] Action 3
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-
284
- ### Long-term (6-12 months)
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- - [ ] Action 1
286
- - [ ] Action 2
287
- - [ ] Action 3
288
-
289
- ---
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-
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- ## Monitoring
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-
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- ### Competitor Tracking
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- | Source | Frequency | Owner |
295
- |--------|-----------|-------|
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- | Website changes | Weekly | |
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- | Pricing updates | Monthly | |
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- | Product releases | As needed | |
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- | Press/news | Daily | |
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- | Social media | Daily | |
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-
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- ### Key Metrics to Track
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- - [ ] Market share
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- - [ ] Pricing changes
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- - [ ] Feature releases
306
- - [ ] Customer reviews
307
- - [ ] Hiring trends
308
- - [ ] Funding announcements
309
-
310
- ---
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-
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- *Generated with Bootspring*
@@ -1,300 +0,0 @@
1
- # Data Room Checklist: {{PROJECT_NAME}}
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-
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- > **Version**: 1.0 | **Created**: {{DATE}} | **Round**: [Seed/Series A/etc.]
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-
5
- ---
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-
7
- ## Overview
8
-
9
- This checklist covers all documents typically requested during due diligence. Organize your data room with clear folder structure and ensure all documents are current.
10
-
11
- ### Data Room Structure
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- ```
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- 📁 Data Room - {{PROJECT_NAME}}
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- ├── 📁 1. Company Overview
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- ├── 📁 2. Financial Information
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- ├── 📁 3. Legal & Corporate
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- ├── 📁 4. Product & Technology
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- ├── 📁 5. Team & HR
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- ├── 📁 6. Sales & Marketing
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- ├── 📁 7. Customers & Partnerships
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- └── 📁 8. Fundraising Materials
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- ```
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-
24
- ---
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-
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- ## 1. Company Overview
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-
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- ### Essential
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- - [ ] Pitch deck (current version)
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- - [ ] Executive summary (1-2 pages)
31
- - [ ] Company fact sheet
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- - [ ] Organizational chart
33
- - [ ] Company timeline/milestones
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-
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- ### Recommended
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- - [ ] Founder letter/memo
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- - [ ] Company vision document
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- - [ ] Press kit/media coverage
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- - [ ] Awards and recognition
40
-
41
- ---
42
-
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- ## 2. Financial Information
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-
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- ### Essential
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- - [ ] Historical financial statements (P&L, Balance Sheet, Cash Flow)
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- - [ ] Monthly financial model (12-24 months projected)
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- - [ ] Cap table (current, fully diluted)
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- - [ ] Revenue breakdown by customer/segment
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- - [ ] Key financial metrics dashboard
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-
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- ### Unit Economics
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- - [ ] Customer Acquisition Cost (CAC) analysis
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- - [ ] Lifetime Value (LTV) calculation
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- - [ ] Gross margin analysis
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- - [ ] Cohort analysis (retention/churn)
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- - [ ] Payback period calculation
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-
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- ### Additional
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- - [ ] Annual budget
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- - [ ] Expense breakdown
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- - [ ] Accounts receivable aging
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- - [ ] Bank statements (last 12 months)
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- - [ ] Tax returns (last 2-3 years)
65
-
66
- ---
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-
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- ## 3. Legal & Corporate
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-
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- ### Formation Documents
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- - [ ] Certificate of Incorporation
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- - [ ] Articles of Incorporation
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- - [ ] Bylaws
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- - [ ] Operating Agreement (if LLC)
75
- - [ ] Board resolutions
76
- - [ ] Shareholder agreements
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-
78
- ### Equity & Financing
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- - [ ] Stock purchase agreements
80
- - [ ] SAFE/Convertible notes
81
- - [ ] Previous term sheets
82
- - [ ] Stock option plan (and amendments)
83
- - [ ] 409A valuation (most recent)
84
- - [ ] Pro forma cap table post-raise
85
-
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- ### Contracts
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- - [ ] Customer contracts (top 10)
88
- - [ ] Vendor/supplier agreements
89
- - [ ] Partnership agreements
90
- - [ ] Licensing agreements
91
- - [ ] NDAs (template)
92
-
93
- ### IP & Legal
94
- - [ ] Patent filings/grants
95
- - [ ] Trademark registrations
96
- - [ ] Copyright registrations
97
- - [ ] Domain registrations
98
- - [ ] IP assignment agreements
99
- - [ ] Open source policy
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-
101
- ### Compliance
102
- - [ ] Privacy policy
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- - [ ] Terms of service
104
- - [ ] GDPR compliance documentation
105
- - [ ] SOC 2 report (if applicable)
106
- - [ ] Industry-specific compliance docs
107
-
108
- ### Litigation
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- - [ ] Pending litigation (if any)
110
- - [ ] Historical legal issues
111
- - [ ] Regulatory inquiries
112
-
113
- ---
114
-
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- ## 4. Product & Technology
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-
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- ### Product
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- - [ ] Product overview/demo video
119
- - [ ] Product roadmap
120
- - [ ] Feature comparison vs. competitors
121
- - [ ] User documentation
122
- - [ ] Product metrics dashboard
123
-
124
- ### Technology
125
- - [ ] Technical architecture overview
126
- - [ ] System diagram
127
- - [ ] Technology stack summary
128
- - [ ] Security practices documentation
129
- - [ ] Data handling policies
130
- - [ ] Disaster recovery plan
131
-
132
- ### Development
133
- - [ ] Development process overview
134
- - [ ] Release history
135
- - [ ] Bug/issue tracking summary
136
- - [ ] Code review practices
137
- - [ ] Testing methodology
138
-
139
- ---
140
-
141
- ## 5. Team & HR
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-
143
- ### Team
144
- - [ ] Founder bios (detailed)
145
- - [ ] Key employee bios
146
- - [ ] Org chart (current)
147
- - [ ] Planned hires (next 12-18 months)
148
- - [ ] LinkedIn profiles (founders/key team)
149
-
150
- ### Employment
151
- - [ ] Employment agreements (template)
152
- - [ ] Contractor agreements (template)
153
- - [ ] Non-compete/non-solicitation agreements
154
- - [ ] Employee handbook
155
- - [ ] Benefits summary
156
-
157
- ### Compensation
158
- - [ ] Compensation structure
159
- - [ ] Equity grants (all outstanding)
160
- - [ ] Vesting schedules
161
- - [ ] Bonus/commission structures
162
-
163
- ### Advisors
164
- - [ ] Advisory agreements
165
- - [ ] Advisor equity grants
166
- - [ ] Board member bios (if applicable)
167
-
168
- ---
169
-
170
- ## 6. Sales & Marketing
171
-
172
- ### Sales
173
- - [ ] Sales deck
174
- - [ ] Sales process overview
175
- - [ ] Pipeline summary
176
- - [ ] Win/loss analysis
177
- - [ ] Sales team structure
178
- - [ ] Pricing documentation
179
-
180
- ### Marketing
181
- - [ ] Marketing strategy
182
- - [ ] Brand guidelines
183
- - [ ] Marketing materials
184
- - [ ] Channel performance data
185
- - [ ] Content strategy
186
- - [ ] SEO/SEM metrics
187
-
188
- ### Go-to-Market
189
- - [ ] GTM strategy document
190
- - [ ] Channel partner overview
191
- - [ ] Distribution agreements
192
- - [ ] Referral program details
193
-
194
- ---
195
-
196
- ## 7. Customers & Partnerships
197
-
198
- ### Customers
199
- - [ ] Customer list (with key details)
200
- - [ ] Top customer breakdown
201
- - [ ] Customer concentration analysis
202
- - [ ] Customer testimonials/case studies
203
- - [ ] NPS/satisfaction scores
204
- - [ ] Churn analysis
205
-
206
- ### Partnerships
207
- - [ ] Partner list
208
- - [ ] Partnership agreements
209
- - [ ] Integration documentation
210
- - [ ] Co-marketing agreements
211
- - [ ] Reseller agreements
212
-
213
- ### References
214
- - [ ] Reference customer contacts (3-5)
215
- - [ ] Reference talking points
216
-
217
- ---
218
-
219
- ## 8. Fundraising Materials
220
-
221
- ### Current Round
222
- - [ ] Pitch deck (current)
223
- - [ ] Financial model
224
- - [ ] Term sheet (proposed or received)
225
- - [ ] Investment memo
226
- - [ ] FAQ document
227
-
228
- ### Previous Rounds
229
- - [ ] Historical term sheets
230
- - [ ] Previous investor updates
231
- - [ ] Previous pitch decks
232
-
233
- ### Investor Materials
234
- - [ ] Investor update template
235
- - [ ] Board deck (recent)
236
- - [ ] KPI dashboard
237
-
238
- ---
239
-
240
- ## Data Room Best Practices
241
-
242
- ### Organization
243
- - [ ] Clear folder structure
244
- - [ ] Consistent naming convention
245
- - [ ] Version numbers on documents
246
- - [ ] Table of contents/index
247
-
248
- ### Security
249
- - [ ] Secure platform (DocSend, Google Drive, etc.)
250
- - [ ] Access controls/permissions
251
- - [ ] Watermarking (optional)
252
- - [ ] Activity tracking enabled
253
- - [ ] NDA required for access
254
-
255
- ### Maintenance
256
- - [ ] Weekly updates during process
257
- - [ ] Version control
258
- - [ ] Expiration dates on links
259
- - [ ] Prompt responses to requests
260
-
261
- ---
262
-
263
- ## Due Diligence Timeline
264
-
265
- | Phase | Duration | Focus Areas |
266
- |-------|----------|-------------|
267
- | Initial Review | 1-2 weeks | Pitch, financials, team |
268
- | Deep Dive | 2-4 weeks | Product, legal, customers |
269
- | Final Review | 1-2 weeks | References, remaining items |
270
- | Closing | 1-2 weeks | Legal docs, wire |
271
-
272
- ---
273
-
274
- ## Common DD Questions to Prepare
275
-
276
- ### Business
277
- - [ ] What's your unfair advantage?
278
- - [ ] Why will you win vs. competitors?
279
- - [ ] What are the biggest risks?
280
- - [ ] Why is now the right time?
281
-
282
- ### Financials
283
- - [ ] How did you arrive at your valuation?
284
- - [ ] What are the key assumptions in your model?
285
- - [ ] What's your burn rate?
286
- - [ ] When do you expect profitability?
287
-
288
- ### Product
289
- - [ ] What's your technical moat?
290
- - [ ] How do you prioritize features?
291
- - [ ] What's your biggest technical challenge?
292
-
293
- ### Team
294
- - [ ] Why are you the team to do this?
295
- - [ ] What are the key hires you need?
296
- - [ ] How do you attract talent?
297
-
298
- ---
299
-
300
- *Generated with Bootspring*