Due Diligence Checklists › ClimateTech › Series B
ClimateTech Startup Investment Checklist: Series B Stage (2026)
This checklist covers 20 due diligence items for ClimateTech startups at the Series B stage. Each item has been validated against institutional investor practice. DDR automates the majority of these checks from a single pitch deck PDF upload.
20 checklist items · 2 red flags automatically detected · See a sample DDR report
Series B Requirements
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$3M–$15M ARR with >100% YoY growth
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Proven sales motion: full quota-carrying team with attainment data
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Expansion into new segments or geographies underway
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Net Revenue Retention consistently above 110%
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Gross margin expansion visible in historical data
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Clear path to profitability or capital efficiency
ClimateTech Sector
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GHG Protocol alignment documented and audited
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SEC and CSRD compliance roadmap reviewed
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Carbon credit quality policy reviewed
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Enterprise reference customers in regulated industries confirmed
Deep Dive
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GHG methodology alignment with GHG Protocol and ISO 14064
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SEC and EU CSRD regulatory compliance roadmap
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Carbon credit quality verification for any offset products
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Data security for sensitive corporate emissions data
Regulatory
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Verify: SEC climate disclosure rule: Scope 1, 2, and material Scope 3 reporting for public companies
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Verify: EU Corporate Sustainability Reporting Directive (CSRD): mandatory for EU companies and US multinationals
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Verify: Greenwashing liability: FTC Green Guides and EU green claims directive
OSINT Signals
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Check: CDP response quality for enterprise customers
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Check: GHG Protocol methodology certification
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Check: LinkedIn sustainability team at target enterprise accounts
DDR AUTOMATES THIS CHECKLIST
Upload a ClimateTech startup pitch deck and DDR automatically completes 14+ of these 20 checklist items — sourcing data from 13 OSINT signals, benchmarking against 2 comparable companies, and detecting all 2 critical red flags.
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