Investor Readiness Scorecard
A free 16‑question assessment of your startup's financial modeling, capital structure, valuation, and fundraising preparedness.
Use this assessment independently, or proceed directly to financial modeling services and fundraising support. It is a standalone diagnostic within the broader financial infrastructure framework.
Choose your stage to run the assessment.
What is the company's current funding and operating stage?
What is the primary financial conversation being prepared for?
1. Which statement most accurately describes the company's financial model?
2. How does the company manage and communicate its cash position?
3. How are management accounts or financial reports produced?
4. What is the basis of the company's revenue forecast?
5. Has the company calculated its unit economics?
6. What scenario and sensitivity analysis does the company maintain?
7. Which statement most accurately describes the company's cap table?
8. How are outstanding SAFEs and convertible notes modeled?
9. Has the company conducted a waterfall analysis?
10. Has the company conducted a formal valuation analysis?
11. Is the valuation analysis documented and current?
12. What is the current state of the financial data room?
13. Can the founding team state the company's key financial metrics without consulting documents?
14. Are financial figures consistent across all investor materials?
15. Does the company operate against a formal annual operating plan?
16. Does the company maintain departmental financial plans?
The Blueprint Diagnostic provides a more precise gap analysis for the service layer identified above.
What This Scorecard Evaluates
This assessment measures your startup's investor readiness across six domains drawn from the financial modeling and fundraising preparedness framework we apply in every engagement. It is not a sales tool — it is a diagnostic you can use on your own, with no obligation to take any further action.
- Financial Architecture: Whether your financial model is integrated, driver‑based, and produces reliable outputs for an investor conversation.
- Performance Modeling: Whether your revenue forecast and unit economics are built on documented, defensible assumptions.
- Capital Structure: Whether your cap table reflects all instruments on a fully diluted basis, including SAFEs, notes, and options.
- Valuation: Whether a documented valuation analysis exists, using methodologies appropriate to your stage.
- Investor Readiness: Whether your financial data room is structured and your narrative is consistent across all materials.
- Strategic Financial Planning: Whether an annual operating plan, KPI framework, and departmental budgets are in place.
How Founders Use This
A quick diagnostic before a fundraise
Run the Scorecard to identify gaps before you open a data room. The result tells you which domains need attention, without requiring a consultant or a paid engagement.
Validation of an existing model
If you already have a financial model and cap table, the Scorecard benchmarks them against the standard we apply in institutional engagements. Use it as a second opinion.
A standalone evaluation
Many founders complete the Scorecard and take no further action. That is the intended design. It is a free, self‑contained tool — not step one of a funnel.