Free download
Capital Toolkit
Free companion to Capital Readiness by Paul Wakefield.
Every worksheet, template and the full pre-pitch question bank from the book. Print the pages you need and fill them in.
PDF, 81 pages, free.
What is inside
20 tools, in the same order as the book.
Financial Truth
- 1.
Capital Need Audit
Chapter 1
- 2.
Financial Truth Snapshot
Chapter 2
Capital Purpose
- 3.
Capital Purpose Map
Chapter 3
Repayment Capacity
- 4.
Growth-to-Cash Bridge
Chapter 4
- 5.
Debt Capacity Calculator
Chapter 5
- 6.
Stress-Test
Chapter 6
Capital Structure
- 7.
Capital Fit Matrix
Chapter 7
The Capital Pitch
- 8.
Evidence Check
Chapter 8
- 9.
Pre-Pitch Simulation
Chapter 9
Decide and act
- 10.
Capital Readiness Check
Chapter 10
- 11.
The 60-Day Plan
Chapter 11
Going further
- 12.
Business-Type Stress Map
Chapter 13
- 13.
Assumption Register
Chapter 14
- 14.
Is Debt the Right Capital?
Chapter 15
- 15.
Second Capital Curve Review
Chapter 16
- 16.
Pre-Borrowing Questions
Chapter 17
Quick reference
- 17.
The Detailed Gate Checklists
Appendix A
- 18.
The One-Page Summary
Appendix A
- 19.
The Final Decision Record
Chapter 10
- 20.
The Pre-Pitch Question Bank
Chapters 8 and 9
The book
The Readiness Series, Book 2. Capital Readiness: The Pre-Pitch Blueprint for Business Loans and Investment, by Paul Wakefield. Prepare your business before you ask for money.
Want to check your business first? Take the free Scale Readiness Assessment at scalereadinesslab.com.
©️ 2026 Readiness Tools. Capital Readiness is a management framework. It does not replace lender underwriting or accounting, financial, legal or tax advice.