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Investor Readiness Assessment

Complete this detailed assessment to receive your personalised Investor Readiness & Capital Strategy Report
Trust & Confidentiality

We understand that sharing information about your business and funding plans requires trust.

All information submitted through this assessment is treated as strictly confidential and is used solely for the purpose of preparing your Investor Readiness & Capital Strategy Report.

The assessment framework has been developed using institutional investment screening principles commonly applied by capital advisory firms and investment professionals when evaluating opportunities.

Your responses will not be shared with investors or third parties without your permission.

Why Companies Use This Assessment

Companies typically complete this assessment to:

• understand how institutional investors are likely to evaluate their opportunity
• identify potential gaps in investor readiness before entering the fundraising process
• refine their capital strategy and funding structure
• improve the probability of a successful capital raise

Many founders find it valuable to gain an independent, investor-style perspective before approaching the market.

This assessment form is suitable for all types of finance - equity or debt.
Please provide as much detail as you can for each section to ensure your report is as accurate as possible.
The assessment takes approximately 20-30 minutes to complete. Your information remains confidential.

Company Overview





Business Sector

Business Stage

Business Stage
A
B
C
D
E
F

Please indicate your Technology Readiness Level (TRL)

Please indicate your Technology Readiness Level (TRL)
A
B
C
D
E
F
G
H
I