Due Diligence Checklists › EdTech › Series B
EdTech Startup Investment Checklist: Series B Stage (2026)
This checklist covers 24 due diligence items for EdTech 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.
24 checklist items · 4 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
EdTech Sector
✓
Learning outcome data verified with methodology documentation
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Course completion rates measured and above 50%
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FERPA compliance confirmed for any student data
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Institutional contracts reviewed for term length and cancellation
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Accreditation status and any credential regulatory review
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Content update process and cadence documented
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Instructor/content creator agreements reviewed
Deep Dive
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Request verified outcome data: graduation rates, employment rates, salary changes
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Review pedagogical methodology with an educational expert
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Verify accreditation status and any regulatory approvals for credentials offered
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Assess customer retention at the institutional level (school districts, corporations)
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Review FERPA compliance for any K-12 student data
Regulatory
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Verify: FERPA: strict student data privacy requirements for K-12 in the US
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Verify: COPPA: any product with users under 13 requires parental consent and data restrictions
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Verify: State authorization: online degree programs must be approved state-by-state
OSINT Signals
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Check: App Store ratings and review sentiment trend
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Check: Common Sense Media or similar educational tool review sites
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Check: LinkedIn alumni network and job placement rate data
DDR AUTOMATES THIS CHECKLIST
Upload an EdTech startup pitch deck and DDR automatically completes 17+ of these 24 checklist items — sourcing data from 13 OSINT signals, benchmarking against 3 comparable companies, and detecting all 4 critical red flags.
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