Investment Readiness Lab
In developmentInvestors ask hard questions. Help clients answer them first.
Investment Readiness Lab helps businesses see themselves the way a prospective investor might. It reviews fundamentals, financial information, strategy and the documents typically requested — before the first meeting, not after.
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Who it's for
- Corporate finance and investment advisers
- Businesses considering raising equity
- Accountants supporting fundraising clients
Questions it helps explore
- Is the investment case clear and evidenced?
- Are historic and forecast financials ready to share?
- Is the use of funds clearly explained?
- Which documents would be requested early on?
Gaps it may identify
- An investment story without supporting evidence
- Forecasts with untested assumptions
- Gaps in legal, ownership or IP documentation
- Unclear explanation of the use of funds
The experience
How the assessment works
Your client works through fundamentals, financials, strategy and documentation. The output highlights preparation tasks to complete before investor conversations begin.
How advisers might use it
- Preparation ahead of a fundraising mandate
- A pre-pitch review for growth clients
- A structured data-room planning exercise
Planned resources
Final contents depend on the licence and release stage.
- Online assessment
- Investment preparation report
- Documentation checklist
Licensing
Ways to license Investment Readiness Lab
Individual Tool Licence
For professionals who want to start with one specialist assessment.
Discuss licensing options
Professional Bundle
Combine relevant assessments into a toolkit designed around your practice and client needs.
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Full White-Label Platform
Explore a broader branded assessment offering for your firm, with licensing and implementation options tailored to your requirements.
Discuss licensing options
FAQ
Investment Readiness: common questions
Interested in Investment Readiness Lab?
Tell us about your practice and clients, and we'll talk through how this assessment could fit into your services.
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