Due Diligence Red Flags: What Kills Series A Deals

Learn what issues cause investors to walk away, reduce valuations, or add onerous terms. Identify and fix these problems before you start fundraising.

Last Updated: December 2024|12 min read

You've got a term sheet. The partnership voted yes. Now comes due diligence—and this is where deals can fall apart. Issues discovered during diligence don't just delay closes; they kill deals, reduce valuations, and add unfavorable terms.

This guide covers the red flags that most commonly derail Series A deals. Identify these issues early and fix them before you start fundraising. For the broader picture, see our Complete Guide to Series A Readiness.

Prevention Is Key

Issues found during diligence give investors leverage to renegotiate or walk away. Issues you disclose upfront can often be worked through. The surprise factor is what kills deals.

What Kills Deals

Not all diligence issues are equal. Some cause investors to walk away entirely; others result in retrading (changing terms); others just slow down the process.

Deal Killers

  • Fraud or material misrepresentation
  • Unresolvable IP issues
  • Hidden litigation with existential risk
  • Founder credibility issues
  • Numbers don't match pitch deck

Valuation/Terms Impact

  • Metrics weaker than presented
  • Customer concentration
  • Cap table messiness
  • Compliance gaps
  • Key person risk

Timeline Delays

  • Missing documentation
  • Disorganized data room
  • Slow responses
  • Minor legal cleanup
  • Stale 409A

Financial Red Flags

Revenue Irregularities

Aggressive revenue recognition, one-time deals presented as recurring, channel stuffing, or ARR that doesn't reconcile to your books.

Severity: Can be deal-killer if seen as intentional

Hidden Liabilities

Undisclosed debt, pending litigation, tax obligations, or other liabilities that surface during diligence.

Severity: Deal-killer if material and undisclosed

Customer Concentration

More than 30-40% of revenue from a single customer without long-term contract protection. Creates risk that losing one customer destroys the business.

Severity: Terms impact or valuation reduction

Declining Metrics

Unit economics, retention, or growth rate deteriorating during the process. Contradicts the "things are going great" narrative in the pitch.

Severity: Valuation reduction or deal pause

Messy Books

Unreconciled accounts, improper revenue recognition, or inability to produce clean financial statements. Signals operational immaturity.

Severity: Timeline delay, possible valuation impact

For more on fixing financial issues, see How to Clean Up Your Books Before Fundraising.

Legal & Corporate Red Flags

IP Assignment Issues

Founders or early employees who built the product but never signed IP assignment agreements. Prior employer claims on IP. Open source licensing violations.

Severity: Can be deal-killer if unresolvable

Founder Disputes

Unresolved conflicts among co-founders. Departed co-founder who still holds significant equity without clear resolution. Threatened or pending litigation among founders.

Severity: Often deal-killer

Cap Table Issues

Missing stock purchase agreements, unsigned option grants, promised equity that was never issued, or confusion about SAFE conversion terms.

Severity: Timeline delay, possible terms impact

Regulatory/Compliance Gaps

GDPR violations, missing SOC 2 for enterprise sales, industry-specific regulatory issues, or data privacy concerns.

Severity: Terms impact or timeline delay

Missing Documentation

Board minutes not properly maintained, unsigned contracts, missing corporate records. Suggests sloppy governance.

Severity: Timeline delay

For cap table specifics, see Cap Table Management: Getting It Right Before Series A.

Team & HR Red Flags

Background Issues

Undisclosed issues in founder backgrounds: prior company failures with unresolved disputes, legal problems, or misrepresented credentials.

Severity: Can be deal-killer depending on nature

Key Person Risk

Critical functions (sales, engineering, customer relationships) dependent on a single person who might leave. No succession planning.

Severity: Terms impact (vesting acceleration concerns)

Employment Issues

Misclassified contractors who should be W-2, unpaid overtime, discrimination claims, or employment law violations.

Severity: Liability creation, potential terms impact

Reference Red Flags

Negative references from former colleagues, investors, or customers. Investors often do extensive backchannel references.

Severity: Can be deal-killer in extreme cases

Operational Red Flags

Customer Reference Issues

Customers who won't give references or who express dissatisfaction. Unhappy customers mentioned in the pitch as success stories.

Severity: Can be deal-killer or major terms impact

Technical Debt/Security

Serious security vulnerabilities, unstable infrastructure, or technical debt that threatens scalability. History of outages or data breaches.

Severity: Terms impact or timeline delay

Vendor Dependencies

Critical reliance on a single vendor, API, or platform with unfavorable terms or risk of being cut off.

Severity: Terms impact

The Trust Factor

The #1 Deal Killer: Lost Trust

The single biggest deal-killer isn't any specific issue—it's when investors discover that the story in the pitch deck doesn't match reality.

  • Metrics in the deck that don't reconcile to the data room
  • Problems that were hidden rather than disclosed
  • Spin that crosses into misrepresentation
  • Evasive or inconsistent answers to questions

When trust breaks down, deals die—even if the underlying issues were fixable.

Transparency Wins

Most issues can be worked through if disclosed early. Say "we have this challenge, and here's our plan to address it" rather than hoping investors won't find it. Transparency builds trust; hiding things destroys it.

How to Address Issues

Before Fundraising

  • Self-audit: Do your own diligence before investors do. What would you find?
  • Fix what you can: Clean up books, cap table, documentation, compliance
  • Prepare explanations: For issues you can't fix, have a clear story
  • Get professional help: Lawyer, fractional CFO for complex issues

During Fundraising

  • Disclose early: Surface known issues before they're discovered
  • Be responsive: Slow responses signal something to hide
  • Be consistent: Story should be the same to all investors
  • Have remediation plans: Show how you'll address issues post-close

Pre-Diligence Checklist

All deck metrics verified against source data
Books clean and reconciled
Cap table accurate and documented
IP assignments complete
Employment/contractor classifications reviewed
Corporate records current
List of known issues with explanations ready
Customer references briefed and ready

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