Due Diligence ChecklistsCrypto / Web3 › Growth / Pre-IPO

Crypto / Web3 Startup Investment Checklist: Growth / Pre-IPO Stage (2026)

This checklist covers 22 due diligence items for Crypto / Web3 startups at the Growth / Pre-IPO stage. Each item has been validated against institutional investor practice. DDR automates the majority of these checks from a single pitch deck PDF upload.

22 checklist items · 3 red flags automatically detected · See a sample DDR report

Growth / Pre-IPO Requirements

$10M+ ARR with clear path to $100M+
Profitability or credible path to profitability within 24 months
Category leadership: top 1–2 in defined market
CFO and board ready for public market scrutiny
Revenue quality: multi-year contracts, low churn, high NRR
Institutional governance: audit committee, independent board majority

Crypto / Web3 Sector

Smart contract audits from 2+ reputable firms reviewed
Token legal opinion obtained on securities classification
Founding team KYC completed
Treasury management policy reviewed
On-chain metrics (TVL, DAA, fees) verified independently
OFAC compliance process documented

Deep Dive

Smart contract audit reports from recognized security firms
Token economics and distribution analysis
Regulatory framework: SEC vs. commodity classification
Treasury management: stable vs. crypto-denominated reserves

Regulatory

Verify: SEC Howey test classification: tokens may be deemed securities
Verify: FinCEN money transmission licensing for exchanges
Verify: OFAC compliance: screening for sanctioned entities on-chain

OSINT Signals

Check: On-chain analytics: Dune dashboards, Nansen, Chainalysis
Check: Smart contract audit reports (public on GitHub)
Check: Token holder concentration (top 10 wallets as % of supply)
DDR AUTOMATES THIS CHECKLIST

Upload a Crypto / Web3 startup pitch deck and DDR automatically completes 15+ of these 22 checklist items — sourcing data from 13 OSINT signals, benchmarking against 2 comparable companies, and detecting all 3 critical red flags.

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