Diligence pack
When a round, an audit, or an acquirer comes knocking, you’re asked for the same bundle of records every time. The diligence pack assembles all of it — your cap table, your compliance reports, and your audit trail — into one zip, with a fingerprint for every file, in a single click.
Due diligence is mostly a scavenger hunt: an investor or their counsel asks for your cap table, then your option-grant tax forms, then your 409A history, then proof that nobody has quietly edited the records. The diligence pack collects every one of those documents in the same place, every time, so you can answer the whole list with one file instead of a dozen emails.
It isn’t a new report. It’s a composition of records you already keep in Tenacap — your cap table, the compliance reports, and your change log — gathered into a single, self-describing archive.
What’s in the pack
The zip is organised into three folders plus a README, so whoever opens it knows what they’re looking at:
- cap-table/ — your full open-schema export (
cap-table.json), plusholdings.csvandstakeholders.csvfor anyone who’d rather work in a spreadsheet. The JSON validates against the public Apache-2.0 schema, so it isn’t locked to Tenacap. - compliance/ — Form 3921 for the current year, the ASC 718 stock-comp report, and your 409A valuation history. These are the same numbers your auditor and tax preparer ask for.
- audit-log/ — a recent excerpt of the hash-chained ledger audit trail, the tamper-evident record of who changed what. (See the change log for the live view of the same data.)
Downloading the pack
From your cap table, use the Diligence pack button in the header. Tenacap builds the archive on the spot from your live data and downloads it as diligence-pack-<company>-<date>.zip. There’s nothing to configure — every section is included.
Because the pack is built fresh each time you click, it always reflects the current state of your records. Download it again the day before a meeting and it’s up to date. Every download is recorded in your audit trail as an export, so you have a history of when the pack left the building.
The manifest & fingerprints
Alongside the folders, the zip carries a MANIFEST.json. It lists every file in the pack with its size and a SHA-256 hash — a unique fingerprint of that file’s exact contents. The manifest also stamps when the pack was generated and whether it includes personal data.
Those fingerprints let the person receiving the pack verify nothing was altered in transit: if a file matches its hash, it’s byte-for-byte what Tenacap produced. It’s the same trust mechanism as the hash-chained audit log, applied to the bundle itself.
Who sees personal data
Stakeholders’ sensitive details — tax IDs and addresses — are decrypted and included only when the person generating the pack is a workspace admin. This is exactly the same rule as the plain export: editors can build the pack, but the personal data comes through blank unless an admin generates it. The manifest records which of the two you produced.
When to send it
Reach for the diligence pack whenever someone needs a verified snapshot of the company’s equity and its paper trail in one go:
- A priced round. Investors’ counsel will ask for the cap table and supporting compliance documents — once you’ve modeled the round in scenario modeling, the pack is the matching set of source records.
- An audit or tax filing. The compliance folder is the Form 3921, ASC 718, and 409A history your accountant needs, already gathered.
- An acquisition. A buyer’s diligence checklist is long; one fingerprinted archive answers most of the equity section of it.
For day-to-day work you usually want the lighter export & open schema — just the cap table, in JSON, CSV, or a small zip. The diligence pack is for the moments when someone wants the whole story, fingerprinted, in one download.