Investor Ready Assessment

After you complete this assessment, you will be emailed a SCORE with FEEDBACK and FOLLOW UP ACTION ITEMS.

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Are you able to CLEARLY describe your product or service and what makes your company unique? Yes No

Are you able to IDENTIFY your top competitors and who is your ideal client with demographic information? Yes No

Are you able to ARTICULATE your verbal and written pitch succinctly, clearly and uniquely? Yes No

Do you have a WRITTEN LIST of who you need on your Team to succeed and what they bring as a VALUE ADD? Yes No

Do you have a WRITTEN LIST of partners you need for supply chain operations and to deliver products/services? Yes No

Do you have a PITCHDECK and ALL the required LEGAL PAPERWORK to be operational? Yes No

Do you have a DETAILED breakdown of total monies needed to raise from investors from a conservative to liberal estimate? Yes No

Do you have written SPECIFIC benchmarks and deadlines and tasks to reach benchmark for each stage of the capital raising process? Yes No

Do you know what your REGULATORY CAPITAL RAISING EXEMPTION IS and what INTERNAL DOCUMENTS you need? Yes No

Do you have a WRITTEN PLAN to develop and improve systems and processes to grow the Team and business? Yes No

Do you have a WRITTEN yearly plan of benchmarks and objectives and when to re-evaluate each? Yes No

Do you have a CONTINUOUS SYSTEM to develop and communicate the overall vision and path for Team members? Yes No

Do you have a WRITTEN and EASILY ACCESSIBLE Investor Relations plan for dealing with investors before, during and after the raise? Yes No

Do you have a "Best practices" PLAN for your Team when dealing with potential, current and future investors? Yes No

Do you have a written visualization what the IDEAL INVESTOR looks like and plans for future investors? Yes No