Readiness summary Illustrative example
Overall grade
C
Not yet fundable, but fixable. 3 gaps to close first.
- The business B−
- The numbers C
- The operation C+
- The ask D
Graded on the analysis, not just the paperwork.
See your business the way an investor will, before they do
A diagnostic for owner-led businesses that shows where you stand, what capital looks for, and what to fix first. Graded the way an investor will read it, so nothing catches you off guard.
We’d been back and forth with our bank for months without really knowing why it kept stalling. The report spelled out what they’d want to see, we sorted those items, and the financing came through on the next pass.
Owner, manufacturing Honestly, we thought we were ready to raise. The read flagged 4 things we’d have been grilled on, so we fixed those first, and the conversations with lenders were a lot smoother after that.
Owner, distribution It’s basically the questions an investor was always going to ask, just early enough that we had solid answers ready. Made the whole raise far less nerve-wracking.
Founder, services The gap map turned a vague to-do list into a clear order of what to fix first. Instead of debating where we stood, the team just worked through it.
Director, retail group
Readiness is not a checklist of documents. Owners grade themselves high. An investor does not grade the document — they grade whether it holds up
From a rough score to an evidence-based grade
Diagnostic workspaceStarting point
The Read
Foundational investor-readiness diagnostic
4 investor reads Live preview
The business 72%
The numbers 54%
The operation 62%
The ask 38%
Step 1 of 4
A report capital respects. A plan you can act on.
Your grade, the gaps behind it, and a clear order for what to fix next.
01
Where you stand
A clear grade for how the business holds up under investor analysis.
Illustrative preview
Overall readiness
The business 68%
The numbers 41%
The operation 55%
The ask 30%
02
What holds you back
The key risks, grouped by root cause and priority.
- Customer concentration Critical
- Cash conversion High
- Owner dependency High
03
What to fix first
An ordered action plan for reaching investor-grade.
- 1 Broaden the revenue base
- 2 Free the trapped cash
- 3 Reduce owner dependency
Illustrative preview — your report will reflect your actual results.
Choose the depth that fits the decision
Each advisory tier goes one level deeper. Price is given on request, after we understand your business and the decision in front of you.
Depth I
The Read
Where do I stand, and how far am I from fundable?
The foundational read of every dimension: your readiness grade, and the gaps that matter most.
For the owner who wants the honest grade and the top fixes.
Depth II
The Full Diagnostic
Can an investor price me?
Adds market and competitive position, deeper financial quality, and the operational and legal review, with a prioritised roadmap.
For the owner who is getting serious about a raise.
Coming soon
Depth III
The Deep Dive
Am I ready to go to market with no surprises?
Adds the deep, business-specific analysis and the value-creation lens, sequenced into a complete path to fundable.
For the owner going to market who wants to walk in with no surprises.
Coming soon
See your business the way an investor will, before they do
Tell us what decision is in front of you. We’ll recommend the scope and depth that fit.