Investor Readiness Assessment
Check your story, metrics, data room and raise plan before you start talking to investors, and see which gaps to close first.
- Free
- No sign-up to try
- Works as you type
Answer for where your company is now, before you start conversations with investors. This isn't financial or legal advice.
0 of 12 answered
Answer the questions to see your score by area as you go.
Answer at least 10 of 12 questions to save your results as a Room.
How it works
How the Investor Readiness Assessment works
- 1
Answer the questions
Pick the answer closest to where you are today. It takes a few minutes.
- 2
See your score
Your score by area appears as you answer, with the weakest areas first.
- 3
Save your results
Create a Room with your scores, next steps and an adviser to talk them through.
Worked example
What it makes
12 questions across 4 areas. Each answer scores 0 to 3; an area's score is its points as a share of the most it could get.
Story and pitch
- Can you explain the problem, solution and why now in two minutes?
- Is your pitch deck ready?
- Do you know your market size and how it was worked out?
Metrics and model
- Do you track the metrics investors at your stage and in your sector expect?
- Do you have a financial model?
- Can you show traction or evidence of demand?
Data room
- Are company documents such as incorporation papers, cap table and shareholder agreements organised?
- Does the company own its intellectual property?
- Are key contracts and financial statements ready to share?
Raise plan and team
- Do you know how much you're raising and what it will pay for?
- Do you have a list of target investors?
- Are gaps in the team known and addressed?
Results bands: Not ready (0+), Getting there (40+), Mostly ready (70+), Ready (90+). A self-assessment from your own answers: a starting point for a conversation, not an audit, certification or professional advice.
Who it's for
Who uses it
Founders
Decide whether to start raising now or in a few months.
Accelerators
Run a consistent readiness check across a cohort.
Advisers and mentors
Focus coaching time on the weakest area.
Good to know
What to consider
- Not financial or legal advice; have documents reviewed by a lawyer and an accountant before due diligence.
- What investors expect varies by stage and sector; answer for the investors you plan to approach.
Questions
About the Investor Readiness Assessment
Does a high score mean we'll raise?
No. It shows whether you're prepared. Whether investors commit depends on your traction, market and timing.
Is this an audit or a certification?
No. It scores your own answers against a written rubric to show where you stand and what to do next. Use it to start a conversation, not as an audit, certification or professional advice.
Make your results now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
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