AZOTUS CAPITAL & ADVISORS FUNDRAISING INFORMATION CHECKLIST Business: ____________________ Date: ____________________ Owner for outstanding information: ____________________ FUNDING REQUEST [ ] Funding amount, currency, and intended use Owner / target date / notes: ____________________ [ ] Milestones the funding supports and expected timing Owner / target date / notes: ____________________ [ ] Preferred funding route and acceptable obligations Owner / target date / notes: ____________________ [ ] Current cash position and funding needed while the raise is underway Owner / target date / notes: ____________________ BUSINESS AND OWNERSHIP [ ] Company structure, registration, and operating countries Owner / target date / notes: ____________________ [ ] Ownership schedule and relevant shareholder agreements Owner / target date / notes: ____________________ [ ] Founder and management profiles with responsibilities Owner / target date / notes: ____________________ [ ] Material licences, contracts, and other permissions relevant to the business Owner / target date / notes: ____________________ FINANCIAL INFORMATION [ ] Latest available accounts and management reports Owner / target date / notes: ____________________ [ ] Reconciled bank, mobile-money, and payment-processor balances Owner / target date / notes: ____________________ [ ] Receivables, payables, inventory, and debt schedules where relevant Owner / target date / notes: ____________________ [ ] Financial model, assumptions, use of funds, and downside case Owner / target date / notes: ____________________ COMMERCIAL AND IMPACT EVIDENCE [ ] Product or service description and customer proposition Owner / target date / notes: ____________________ [ ] Customer, sales, retention, or pipeline evidence relevant to the model Owner / target date / notes: ____________________ [ ] Market assumptions and operating capacity Owner / target date / notes: ____________________ [ ] Impact objectives, indicators, and supporting evidence where applicable Owner / target date / notes: ____________________ RUNNING THE PROCESS [ ] Funder shortlist with reasons for fit Owner / target date / notes: ____________________ [ ] Current pitch and controlled versions of supporting materials Owner / target date / notes: ____________________ [ ] Diligence request tracker with owners and deadlines Owner / target date / notes: ____________________ [ ] Agreed internal decision-makers, adviser scope, and professional support Owner / target date / notes: ____________________ Use this as a starting point. Requirements depend on the funder and funding route. Share sensitive documents only through an agreed secure channel. info@azotuscapital.com https://azotuscapital.com