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Deal-risk guide

The red flags investors kill deals over

Most diligence findings are negotiable — a missing consent, a late financial, an unpapered grant. A few are not. They either end the deal or re-price it so hard that the round you shook hands on stops existing. The dangerous thing is that almost all of them are invisible at the pitch and only surface weeks in, during diligence, after the leverage has left the room. Here are the ones that do real damage, ranked by cost, with the fix for each.

Why ranking matters. A flat red-flag list treats a below-409A option grant the same as a prior-employer IP claim. They are not the same: one is a cleanup item, the other can mean the company doesn't own its product. The order below is by deal impact — the same weighting the report uses to sort your gaps — because your last week of prep should go to the fatal ones first.

The fatal three — findings that end deals

The prior-employer IP claim deal-ending

A founder built the product on a former employer's time, tools, or under an invention-assignment clause that hasn't been cleared. In many jurisdictions that clause can claim the founding IP outright — meaning the thing being financed or bought may not belong to the company at all.

This is the single most dangerous unfound defect in a diligence, because there's no price adjustment that fixes disputed ownership of the core asset. Buyers walk rather than inherit the litigation risk.

Fix: collect every founder's prior-employer agreements, have counsel review the invention-assignment and non-compete language, and paper a clean founder rep that no prior-employer claim exists — before a room opens, not when it's raised.

The IP the company doesn't actually own deal-ending

A departed co-founder, an offshore contractor, or an early freelancer touched the codebase and never signed a present-tense IP assignment (an NDA is not an assignment). If they own part of the product, the company doesn't — and that's a standard kill-switch in an acquisition.

Fix: get a signed present-tense invention-assignment from every person who ever contributed — founders, employees, contractors, that friend who built the MVP. Chase down the ones who've left. Gaps here are hardest to fix retroactively, which is why they're fatal.

The off-ledger equity promise deal-ending

A former advisor, a contractor, or an early "we'll figure it out" arrangement claims equity that isn't on the cap table. One credible off-ledger claim can freeze a signing, because it means the ownership everyone's buying into is contested.

Fix: reconcile every equity conversation you've ever had against the cap table. Paper the real ones with signed agreements and vesting; get a written release from anyone with a stale claim. Add a founder rep that no off-ledger promises exist.

The re-pricers — findings that cost you price, not the deal

The unmodeled SAFE stack re-prices you

Your convertible instruments aren't summarized, so a new lead reconstructs the stack conservatively and models more dilution than you did. Worse, an MFN or uncapped SAFE surfaces mid-diligence and re-opens price after you'd agreed terms. New money models its dilution off your stack before it models your business — so a surprise here re-prices the whole round.

Fix: build the one-page terms summary — cap, discount, MFN, pro-rata per holder — and compute the combined conversion yourself, so you negotiate off your own number. See how SAFEs actually convert.

Restated revenue re-prices you

Revenue booked on signing or on cash receipt instead of over the delivery period. A quality-of-earnings review restates it — and the restated, lower number becomes the valuation base. You pitched a multiple on ARR that diligence just shrank.

Fix: adopt a consistent, defensible recognition policy now, and keep a clean bookings-to-recognized reconciliation. If your current numbers are aggressive, restate them yourself before the buyer does — a self-restated number is trusted; a discovered one is not.

The cap table that doesn't tie re-prices you

The fully-diluted cap table doesn't reconcile to the share ledger and the issuance consents. Every ownership number downstream is now suspect, and diligence stalls — sometimes for weeks — until it's rebuilt. Delay itself kills momentum, and a rebuilt table often surfaces the other flags on this list.

Fix: reconcile the FD cap table to the ledger and every board consent before you raise. This is the foundation the whole room is built on; it's the first thing modeled and the first thing to get right.

The change-of-control landmine re-prices you

A key customer contract has a change-of-control or assignment clause that lets them walk — or renegotiate — at the moment of a sale. Buyers read every top contract for exactly this, because it means the revenue they're paying for might evaporate on close.

Fix: flag CoC, assignment, exclusivity and unusual-termination terms across your top contracts, and where a critical one is exposed, seek consent or a waiver ahead of the process.

How the flags map to the checklist

Every flag above is a weight-3 or weight-2 kill-list item left open. That's not a coincidence — the weighting is the deal-impact ranking. A useful way to read your own risk: count your open weight-3 items. Zero is the goal before a room opens.

Red flagKill-list itemWeight
Prior-employer IP claimPrior-employer non-compete / assignment3 · fatal
Unowned IPPresent-tense IP assignment for all contributors3 · fatal
Off-ledger equityNo verbal equity promises outside the cap table3 · fatal
Unmodeled SAFE stackConvertibles summarized on one page3 · re-prices
Restated revenueConsistent revenue recognition3 · re-prices
Cap table doesn't tieFD cap table reconciles to ledger3 · re-prices
Change-of-control clauseTop contracts free of CoC / assignment traps2 · re-prices
Find your red flags before an investor does.

The $79 report scores your company against the full kill-list, orders your open gaps by deal impact — fatal flags first — and maps each to the exact document that clears it. Drop in your cap table and it computes your real dilution alongside.

Get the report — $79 →

FAQ

Aren't most of these fixable in diligence?

The re-pricers usually are — at a cost. The fatal three often aren't, because they concern who owns the core asset, and that's not something a price adjustment resolves. That's why the ranking exists: your prep time should go to the fatal items first, since they're the ones a room can't route around.

How early do these actually surface?

Almost never at the pitch — that's the trap. A handshake happens on the story; the flags surface weeks later in diligence, after the term sheet, when your leverage to renegotiate has evaporated. Finding them yourself, before the room opens, is the entire point of prep.

Is this US-specific?

The mechanics (invention-assignment, post-money SAFEs, 409A) are US-market. The categories — do you own the IP, does the cap table tie, is the revenue real — are universal to any diligence. For anything jurisdiction-specific, confirm with your own counsel; this is educational, not legal advice.

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