Investors
Readiness criteria
The evidence WE expects before it curates any introduction, and a self-check a founder can run first.
These are the criteria WE judges before it curates any introduction. A company that wants Investor Introductions, a separate, paid add-on, meets them first.
The criteria
| From line F | What must be in place |
|---|---|
| Readiness assessment | Complete, with no kind of evidence marked missing. |
| Corporate and cap-table records | Organized and reconciled so they match your counsel’s records. |
| Evidence index | Every traction statement linked to a source record, and reviewed by a company officer. |
| Financial model | Assumptions written down and outputs reproducible. |
| Data room | Organized against a standard index, each folder complete or marked not applicable. |
| Pitch materials | Every factual claim tied to evidence. |
Run the self-check first
The self-check lists twelve statements. Tick the ones that are true today. It does not score you, and nothing you tick is stored or sent anywhere.
The twelve statements
The problem and the customer
- I can state the problem, and who has it, in two plain sentences that a stranger would understand.
- I have recorded notes from conversations with people who have the problem, written in one consistent format.
The product and the first customers
- A working version of the product exists, and at least one person outside my team has used it.
- I know how my first customers found the product, and what each one committed to or paid for.
- My revenue, churn and activation measures are defined in writing and calculated the same way every period.
- I have found customers through at least one channel more than once, and I know what that channel cost me.
The company and its records
- Everyone who has written code, design or content for the company has signed a written assignment of that work.
- The company is a legal entity, and ownership is recorded in one cap table that is up to date.
- My core company documents sit in one organized folder that I could share within a day.
- I have a written list of where customer data lives and who can reach it.
Communication and counsel
- I send, or have drafted, a regular written update on progress to people who follow the company.
- I understand the instruments I may be offered, and I have a list of questions for my own counsel before I sign anything.
What the criteria do not do
- Meeting the criteria does not mean an introduction will be made.
- WE judges whether the criteria are met.
- WE cannot promise a meeting, a reply or funding.
Tell WE what you look for
Share the stages and sectors you follow. This is an expression of interest, not a commitment from either side.