Numbers — question 01 of 10
Monthly management accounts: how fast, and how trusted?
The first thing every investor reads — and dates.
We work from the bank balance Quarterly-ish, with effort Monthly within ~3 weeks; mostly trusted Monthly within 10 working days; board-trusted
← Back
Numbers — question 02 of 10
Your forecast: what is it, really?
Integrated P&L, balance sheet and cashflow — or a revenue line with hope.
There isn't one A revenue spreadsheet P&L forecast; cash modelled roughly Integrated three-statement model, assumptions defensible
← Back
Equity story — question 03 of 10
Does the equity story exist outside the founder's head?
Market, model, moat, management, numbers — on paper, tested.
It's in my head Slides exist; nobody's challenged them Written and reviewed internally Written, stress-tested by a sceptical outsider
← Back
Equity story — question 04 of 10
Could you evidence the growth claims?
Pipeline, cohorts, retention, unit economics — data, not adjectives.
We'd be telling, not showing Some data, scattered Most claims evidenced with digging Every headline claim has a chart behind it
← Back
Governance — question 05 of 10
Could you show two years of documented board decisions?
Minutes, resolutions, the paper trail buyers read first.
There isn't a paper trail Fragments — some emails, some notes Most key decisions minuted Clean minutes and resolutions, 24 months back
← Back
Governance — question 06 of 10
Is there an independent voice on or around the board?
Investors read independence as risk management they don't have to install.
No — founders only Informal advisors An advisory board or part-time independent A NED or chair, active and visible
← Back
Legals & housekeeping — question 07 of 10
Cap table and key contracts: how clean?
Shareholdings, options, top customer/supplier contracts, employment, IP assignment.
Honestly — tangled Mostly known; gaps suspected Clean cap table; some contracts informal Clean cap table; key contracts signed; IP assigned
← Back
Legals & housekeeping — question 08 of 10
Statutory housekeeping — filings, registers, insurances?
The boring layer that quietly reprices deals when it's wrong.
Unsure Probably fine — accountant's domain Current; proving it would take digging Current and provable in an afternoon
← Back
Data room & process — question 09 of 10
If a data room were requested Monday, you would…
The difference between weeks and a quarter.
…start a very long week …assemble it from scratch over a month …populate a rough structure that exists …grant access — it's structured and current
← Back
Data room & process — question 10 of 10
How prepared is the team for management meetings?
Diligence interviews the people, not just the documents.
We'd wing it The founder would carry it alone Key people briefed, not rehearsed Roles agreed, questions anticipated, rehearsed
← Back
Investment Readiness — your scorecard
Your profile
Scored
Ref — — Self-assessment · 10 questions · 5 pillars
—
0 %
—
—
Pillar profile
Priority fixes
↑ opens your mail app, results pre-filled — or send via the site instead →
Download result card (PNG)
Copy LinkedIn post
A note on honesty. Ten questions approximate what institutional diligence probes — they can't replicate it. Real diligence is adversarial, document-led and runs for weeks; a scorecard is the cheap rehearsal. Every gap found here on your terms is leverage removed from the other side of the table.
01 Diligence-shaped Ten questions mapped to what institutional processes actually probe — not a generic health quiz.
02 Your terms, not theirs Every gap surfaced here is disclosed with a fix attached, instead of discovered with a price-chip attached.
03 Timeline next Pair the scorecard with the Raise Timeline Planner — readiness only counts if it starts early enough.
04 Then the programme The 8–12 week Investment & Exit Readiness programme converts the gap list, led at board level.
