Your Company

Basic context so your results are relevant to your stage and sector.

Company Name

Industry / Sector

Stage

Target Raise Amount

Raise Timeline

Governance & Legal

Entity structure, shareholder agreements, and compliance. The structural foundation investors assess before anything else.

Is your company structure appropriate for investment? (Pty Ltd, appropriate jurisdiction, clean register)

Investors expect an Australian Pty Ltd or equivalent with a clean ASIC register and no legacy structural issues.

Do you have a shareholders' agreement in place that covers drag-along, tag-along, pre-emptive rights, and decision-making?

Without one, investors will not proceed. It protects everyone at the table.

Is all intellectual property formally assigned to the company?

IP created by founders, contractors, or employees must be assigned in writing. Verbal agreements don't count.

Do you have a board or advisory structure appropriate for your stage?

Pre-seed might only need advisors. Series A should have a functioning board with at least one independent.

Are all regulatory, licensing, and compliance requirements identified and addressed?

Industry-specific licences, privacy obligations, data handling, AFSL considerations if relevant.

Financial Readiness

Financial statements, forecasts, unit economics, and cap table. The numbers investors will scrutinise first.

Are your historical financial statements accurate, reconciled, and up to date?

At minimum: P&L, balance sheet, cash flow. Ideally reviewed or audited for the last 2-3 years.

Do you have a 3-year financial forecast with clearly documented assumptions?

Revenue projections, cost structure, headcount plan, and cash flow. Every number should have a defensible assumption behind it.

Is your cap table clean, current, and modelled for the proposed raise?

Every share, option, and convertible instrument accounted for. Dilution modelled for the incoming round.

Do you know your burn rate, runway, and when you'll need to raise again?

Monthly burn, current runway in months, and a clear view of when capital runs out.

Are all tax obligations current (BAS, income tax, payroll tax, super)?

Outstanding tax obligations are a red flag in due diligence. Get current before approaching investors.

Team & Leadership

Investors back people first. Your team's experience, structure, and gaps matter as much as the product.

Is the founder/CEO story compelling and clearly articulated?

Why are you the right person to build this? What experience, insight, or obsession gives you an edge?

Are key hires in place or identified for the next 12 months?

CTO, Head of Sales, key engineers — do you know who you need and when?

Do you have an ESOP or equity incentive plan to attract and retain talent?

Investors expect a 10-15% option pool. It signals you can attract quality people without burning cash.

Have you engaged advisors or mentors with relevant domain expertise?

Advisors validate your opportunity and open doors. Quality over quantity.

Is the team's capability credible for the opportunity being pursued?

Does the collective team experience cover the key domains: technical, commercial, industry?

Product & Technology

Product maturity, defensibility, and competitive positioning. What you've built and why it's hard to replicate.

What stage is your product at?

Concept, prototype, MVP, launched, or mature product with paying customers.

Is your value proposition clear, specific, and validated with customers?

Can you state in one sentence what you do, for whom, and why it's better? Have customers confirmed it?

Do you have a defensible competitive advantage?

IP, proprietary data, network effects, regulatory moat, first-mover advantage, or unique know-how.

Is your competitive landscape mapped with clear differentiation?

Investors will ask "who else does this?" Have a clear, honest answer with specific differentiators.

Is your technology stack scalable and well-documented?

Can your platform handle 10x growth? Is the codebase documented? Technical due diligence will probe this.

Market & Traction

Market sizing, customer validation, and growth evidence. Proof that people want what you're building.

Have you quantified your TAM, SAM, and SOM with credible sources?

Total market, your realistic segment, and what you can capture in 3-5 years. Bottom-up math beats top-down guesses.

Do you have evidence of product-market fit?

Paying customers, strong retention, organic growth, positive NPS, or waitlists. What proves demand?

What does your revenue or growth trajectory look like?

Month-over-month or quarter-over-quarter growth. Even small numbers with strong growth rates matter.

Do you track key metrics: CAC, LTV, churn, NRR, payback period?

Investors want unit economics. Even early estimates show you understand the business model.

Do you have customer testimonials, case studies, or reference customers?

Social proof matters. Named customers willing to speak to investors are gold.

Investor Materials

Pitch deck, data room, one-pager, and narrative. The documents investors expect to see.

Do you have a compelling pitch deck (10-15 slides)?

Covers problem, solution, market, traction, team, financials, and the ask. Visually clean, not cluttered.

Do you have a one-page executive summary?

A single page that covers the investment opportunity. Often the first thing an investor reads.

Is your data room organised and accessible?

Corporate docs, financials, legal, IP, customer contracts — all organised and ready for due diligence.

Is your investment narrative clear and consistent across all materials?

The story told in your deck, one-pager, conversations, and data room should be the same story.

Have you defined your valuation methodology and can you defend it?

Revenue multiple, DCF, comparable transactions — investors will challenge your valuation.

Your Readiness Results

Your scores across all categories. Click any category to go back and update.

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