Data room
Due diligence inventory
Categorized index of what's available, in-progress, or available on request. Email davidb@pushingcap.com for anything marked on-request.
Pitch materials
Company & strategy
Market
Financials
- nda
Financial model — 3-statement + proformas
- nda
Management financials — cash-basis, reconciled
- nda
Unit economics
- nda
Model inputs (tentative)
- nda
Cash-basis monthly P&L (CSV)
- nda
18-month projection — all scenarios (CSV)
- in-progress
CPA-reviewed accrual P&L
- on-request
Raw banking history CSVs (Mercury · Chase · US Bank)
Corporate & legal
- nda
Cap table — current + post-SAFE pro forma
- nda
Legal & corporate hygiene checklist
- on-request
LLC formation docs (Sept 2025)
- on-request
Operating agreement
- on-request
IP assignments
Team & org
- available
Team
- nda
Hiring plan
Operations & governance
- nda
KPIs, OKRs & risk register
Product & tech
- available
Architecture overview
- in-progress
Security posture
- on-request
Tech stack inventory
Customer & traction
- available
Customer concentration
- available
Service-family revenue mix
- on-request
Reference customers