CAPITAL ADVISORY TOOLS
Practical tools to prepare your raise.
Free, client-side tools to help founders and operators assess readiness, model runway, and structure investor conversations. No sign-up required.
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Investor Readiness Scorecard
Answer the 15 criteria below across 3 dimensions to diagnose your fundraising positioning.
A. Commercial Model & Traction
1. Clear product-market fit with proven customer demand
2. Documented repeat revenue or contracted forward pipeline
3. Quantified unit economics (CAC, LTV, payback period)
4. Defensible competitive moat or differentiated IP/distribution
5. Addressable market (TAM) clearly sized with bottom-up validation
B. Financials & Governance
6. 12-24 months of audited or structured historical financial statements
7. 3-year dynamic financial model with clear assumptions and scenario drivers
8. Clean cap table with clear equity ownership and no unresolved claims
9. Clear use of proceeds tied directly to milestones and value accretion
10. Established corporate governance, compliance, and reporting structures
C. Materials & Process
11. Institutional-grade pitch deck (12-15 slides, narrative and data aligned)
12. Structured virtual data room (VDR) ready with diligence items
13. Targeted investor pipeline matched to mandate, ticket size, and geography
14. Dedicated executive bandwidth allocated to manage round execution
15. Defined valuation expectations or targeted instrument (Equity/SAFE/Convertible)
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