Due Diligence Checklist

Conducting due diligence can be a long process but if you’re deploying capital in a private investment, it’s important to evaluate the financials, risks, and potential rewards.

All investment opportunities found on Republic have unique risk and return profiles. As you begin your investing journey on Republic, here’s a checklist to follow:

Know the risks

Private investing is risky. For instance, the majority of startups fail. So, it’s important to understand that you may lose everything. This is why you should never invest money that you aren’t willing to lose.

Invest in what you understand

If something is too confusing to wrap your head around, it’s probably not the right investment for you. Instead, invest in opportunities that you can easily explain to a friend. You can also learn more and start by attending Republic Investor Academy.

Evaluate the entrepreneur, creator, or artist behind the investment

You have to believe in the individual(s) behind the investment to be comfortable that they will deliver success. Take the time to see what they have done in their previous endeavors.

Do your research

Read, and re-read, the information provided:

Know the deal terms: Reg CF, Reg A+, Reg S… different regulations dictate different deal terms. Make sure you understand key pieces of information like minimum investment limits, funding goals, and discounts before investing. You can read more here.
Evaluate the traction points of the deal: Pay attention to what the issuer has accomplished lately, and how they plan to achieve their goals.
Read the comments section and interact: This is the forum where the Republic community corresponds directly with founders. It’s a great place to glean additional details about the offering, and insights from the team.

Diversify

It’s better to make multiple small investments rather than one large one. Plus, it’ll help you learn more.

Review the Lead Investor

Is there a more experienced investor invested in the company under the same terms as you? Why are they investing?

Think about Impact

Ask yourself: “How will my investment impact the future?” By investing in concepts, products, and services that you are passionate about, you are helping to shape the future.

Read more about how Republic conducts due diligence when evaluating a startup investment here:

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