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Assessment
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What We Do
Team
About Us
What We Do
Team
Portfolio
Assessment
Investor Login
Capital Readiness Assessment
Name
*
First Name
Last Name
Email
*
Company Name
*
Product
How ready for market is your primary product/service?
*
Idea
Under Development
Prototype Ready
Beta Test Complete
Ready for manufacture
Ready for market
Paying customers
Ready for scale
What are you currently selling or what do you intend to sell?
*
Product
Service
Subscription service (e.g. SaaS)
Other
What type of intellectual property is connected to your lead product/service?
*
None
First Mover only
Trade Secret (Secret Sauce or Formula)
Digital (Software Code, Algorithm, Method)
US Patent Pending
US Patent Issued
Does your business solve an obvious problem or meet a specific need in the market you serve?
*
Yes
No
I Don't Know
Describe in a few words the problem your business solves:
*
How valuable is your current business to customers or how valuable will it be once it's on the market?
*
Very valuable (once they see it they immediately understand the value)
Nice to have but not necessary
Value isn't immediately obvious until it is explained
Low initial value - we are giving the product away to gain traction
Market
If you are currently generating sales what sales channel(s) are you using? (select all that apply)
*
Captive Direct sales force
Shared Direct sales force (partnerships)
Through a wholesale distribution network
Brick and Mortar Retail
E-commerce
None yet
What sales channels do you intend to use going forward?
*
Captive Direct sales force
Shared Direct sales force (partnerships)
Through a wholesale distribution network
Brick and Mortar Retail
E-commerce
What is your industry?
*
Business Products and Services (B2B)
Consumer Products and Services (B2C)
Energy
Financial Services
Healthcare
Information Technology
Materials and Resources
SaaS
Software
What is your vertical?
*
3D printing
Advanced Manufacturing
Adtech
Agtech
AI and Machine Learning
Audio tech
Augmented reality
Autonomous cars
B2B payments
Beauty
Big data
Cannabis
Cleantech
Construction technology
Crypto/blockchain
Cybersecurity
Digital Health
E-commerce
Edtech
Ephemeral content
eSports
Fintech
Foodtech
Gaming
Healthtech
HR tech
Impact investing
Industrials
Infrastructure
Insurtech
Internet of Things
Life sciences
LOHAS and wellness
Manufacturing
Marketing tech
Mobile
Mobile commerce
Mortgage tech
Nanotechnology
Oil & gas
Oncology
Pet technology
Real estate technology
Restaurant technology
Ridesharing
Robotics and drones
SaaS
Space technology
TMT
Virtual reality
Wearables and quantified self
How many other companies are currently vying for your customers with a similar product or service?
*
0
1-3
4-10
more than 10
Team
Does the management team have direct, prior (and successful) experience in the industry you're trying to operate in?
*
Yes
No
Have the founders personally started and scaled a company before?
*
Yes
No
How many years of senior management experience do you personally have?
Traction
Are you currently generating sales from your lead product or service?
*
Yes
No
What is your current annual revenue run rate?
How many years have you been trying to sell your product/service?
*
1
2
3
4
5
Capital Readiness
How much capital has the team raised in the past (for this business and others)
Does the company have a current set of financials (actual results YTD) including P&L, Balance Sheet and Cash Flow?
*
Yes - investor-ready versions
We've got a method for tracking our financials, but it's not this formal
Not yet
How have you funded the business so far?
*
Personal funds
Bootstrapping with revenue
Friends+Family
Professional Investors
Other (e.g. grants, SBA loans)
Capital Needs
How much money do you think you need to raise?
*
Are the founders/owners willing to give up equity for capital?
Yes
No
Maybe
If yes, what percentage of the company are the owners/founders willing to give up?
How many months of runway do you currently have?
Thank you!
