01
Investment Thesis & Positioning
Is the equity story defensible, differentiated, and legible to capital in 90 seconds?
The Entry Point
Find out if you are fundable before you go to market.
Most founders only learn they are not investor-ready after months of failed conversations. The Investability Assessment is a fixed-scope diagnostic: a structured, written readout of where you stand against institutional capital, and exactly what would have to change before a credible raise.
What It Is
A written verdict on your investor readiness.
This is not a sales call dressed up as a diagnostic. It is a structured assessment, delivered in writing, scored across nine dimensions that institutional investors actually evaluate, followed by a 90-minute readout with a senior advisor.
You leave knowing three things with precision: where you stand, what is blocking you, and what the path to a credible raise looks like, including an indicative round structure and the investor archetypes that fit.
"Better to fail the assessment in ten days than fail the round over six months."
The Scorecard
Scored across nine dimensions.
Each dimension is rated, evidenced, and tied to a specific remediation. Together they form your investability score and risk map.
02
Market & "Why Now"
Timing, market size, and the structural tailwind that makes this the moment.
03
Traction & Commercial Evidence
The proof points that move you from narrative to demonstrated demand.
04
Unit Economics & Model
Whether the financial model ties, defends, and survives investor scrutiny.
05
Team & Execution
Founder–market fit and the capability to execute the plan you are funding.
06
Investor Materials
Deck, CIM, and one-pager. Do they signal readiness or expose gaps?
07
Data Room & Diligence
Whether the company can withstand a Tier-1 diligence process today.
08
Capital Strategy & Round
Amount, instrument, valuation logic, and where this round sits on the roadmap.
09
Cap Table & Governance
Whether the structure can carry the next investor without friction.
Deliverable
A written readout you can act on.
- Investability score & nine-dimension risk map
- Fundraising positioning & thesis review
- Investor materials assessment (deck, model, data room)
- Targeted remediation plan with priorities
- Indicative round structure & investor archetype map
- Recommended framework: Gates or Phases
Prefer to talk first? Speak with a senior advisor →
Not Sure Yet?
Three ways to start the conversation.
Whichever you choose, you'll be speaking with a senior advisor, not a sales desk.