Lemonade - round 4
FinTech
Stage
IC Approval
Owner
Sophia Cohen
Amount
$30M
Probability
80%
Next Step
IC memo review
SLA
On Track
Company Overview
Headquarters
Founded
Stage
Employees
Due Diligence Checklist
| Checklist Item | Owner | Status | Due | Notes |
|---|---|---|---|---|
| Financial DD | Alex Morgan | Completed | May 20 | — |
| Legal DD | Rachel Green | Blocked | Jun 10 | Missing IP assignment from 2 contractors |
| Market Analysis | Tom Lee | Completed | May 18 | — |
| Technology DD | Sarah Johnson | Not Started | Jun 15 | — |
| Commercial DD | David Chen | Not Started | Jun 20 | — |
Recent Activity
Financial DD report uploaded by Alex Morgan
Legal DD in progress by Rachel Green
Market analysis completed by Tom Lee
Investment Memo Agent drafted initial memo
Team
JK
Jessica Kim
Deal Owner
AM
Alex Morgan
Financial Analyst
RG
Rachel Green
Legal Counsel
TL
Tom Lee
Market Analyst
AI Insights
- ●Strong market potential and competitive advantage in real-time monitoring.
- ●Legal DD missing IP assignment confirmation.
- ●Comparable company median revenue multiple: 3.2x.
Agent proposed insights — awaiting reviewer.
Open Tasks
Legal DD - IP reviewHigh
External Links
Connected workspaces for this deal
Round 4 — Salesforce account page available for follow-on rounds.