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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
VC due diligence typically requires custom analysis periods, specific account groupings, and comparative metrics that don’t exist in standard QuickBooks reports, creating hours of manual export and reformatting work.
Here’s how to create comprehensive due diligence reports that provide VCs with the custom analysis they need without repetitive manual work.
Build custom due diligence reports using Coefficient
Coefficient eliminates manual exports for VC due diligence by enabling custom QuickBooks report creation through automated data imports and flexible QuickBooks spreadsheet analysis, providing VCs with comprehensive financial analysis without repetitive manual work.
How to make it work
Step 1. Build comprehensive data foundation.
Use “Objects & Fields” method to import specific QuickBooks data elements VCs typically request like transaction-level detail for revenue recognition analysis, customer concentration and retention metrics, expense categorization and trend analysis, and account receivable aging and collection patterns. Import multiple years of historical data for trend analysis without repeated manual exports.
Step 2. Create custom due diligence reports.
Build VC-specific analysis that QuickBooks can’t generate natively including monthly cohort revenue analysis and customer lifetime value calculations, gross margin analysis by product line or customer segment, working capital trend analysis and cash conversion cycle metrics, and expense run-rate analysis and cost structure optimization opportunities. Set up comparative period analysis (year-over-year, quarter-over-quarter) automatically.
Step 3. Implement automated refresh for live due diligence.
Schedule daily or weekly data refreshes during active due diligence periods. Ensure VCs always have access to current financial information without requesting updated exports. Maintain data accuracy throughout extended due diligence processes.
Step 4. Provide secure VC access.
Share custom due diligence workbooks with view-only permissions for VC teams. Create separate analysis sections for different VC focus areas (financial, operational, strategic). Enable VC commenting and question submission directly within the analysis.
Step 5. Set up advanced analysis features.
Create custom filtering for VC-specific views showing only relevant time periods or business segments. Build automated calculations for complex financial metrics that update automatically with fresh data. Provide scenario analysis and interactive models for VCs to test different assumptions.
Transform due diligence from disruption to collaboration
This automated approach eliminates 15-20 hours of manual export work during typical due diligence processes while reducing VC question turnaround time from days to hours with self-service data access. Streamline your due diligence process with Coefficient today.
