Bank Statements (Last 6 Months): Standard PDF exports for all primary operational accounts.
Management Accounts (Last 12 Months): Your most recent monthly reporting packs (P&L and Balance Sheet).
General Ledger / Transaction Export (Last 12 Months): Granular transaction data in CSV or XLSX format.
Functional Headcount & Cost Schedule: A current snapshot of job titles, departments, and monthly fully-loaded costs (Privacy-protected: exclude individual names).
Strategic Evidence: Your current Pitch Deck, Cap Table, and any active MOUs/Contracts representing forward-looking value.