Fundability and Investor Readiness

What this line covers

• A readiness assessment that shows where your evidence is strong, thin or missing.
• Corporate and cap-table records, organized and reconciled so they match your counsel's.
• A customer evidence index that ties every traction statement to a source record.
• A financial model with its assumptions written down and its outputs reproducible.
• A data room organized against a standard index, with each folder complete or marked not applicable.
• Pitch materials and question rehearsals, and a habit of short, regular investor updates.

Evidence, not enthusiasm

Investors read many pitches. What separates one from another is whether each statement can be checked. This line helps you gather the checkable record, so that you can answer a careful reader’s questions with documents instead of assurances.

How the work runs

1. 1

   Assess where you stand

   A readiness assessment lists each kind of evidence and marks it strong, thin or missing.

2. 2

   Reconcile the records

   Corporate records and the cap table are checked against your counsel's, and differences are resolved or noted.

3. 3

   Tie claims to sources

   Every traction statement is linked to a record, and a company officer reviews the index.

4. 4

   Model and assemble

   The financial model and the data room are built against stated assumptions and a standard index.

5. 5

   Rehearse and keep updating

   You practice the hard questions and settle into a short update that you send on a regular schedule.

What you receive

Investor Introductions, an optional add-on

Investor Introductions is a separate, optional add-on to an engagement, for a company that has finished the readiness work in Service Line F. No engagement requires it.

How the add-on works

• A flat fee covers curation and preparation: choosing which investors may fit your company, and preparing your materials for them.
• The fee does not depend on whether any investment closes.
• WE curates the introductions and limits their number. It makes them only after the readiness criteria below are met, and it may defer the add-on until they are.
• WE does not negotiate terms, advise on securities or handle funds. Terms and instruments stay between you, your counsel and the investor.

Readiness criteria

Readiness criteria for Investor Introductions, from the work in Service Line F

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.

WE judges whether the criteria are met. Meeting them does not mean an introduction will be made, and each investor decides for themselves whether to reply. To ask for the current fee, use the contact form and name the add-on.

Questions about this line

What this line does not do

• A promise of funding, or any prediction that your company will raise money.
• Offering, selling or placing securities, or acting as a broker-dealer or investment adviser.
• A promise that any investor will meet, read or reply to you.
• Legal, tax or investment advice. Your own counsel advises on instruments and terms.