Investor Readiness Checklist

# Investor Readiness Checklist

## Business Plan
- Mission statement
- Problem statement
- Management team
- Org structure
- Product description
- Value proposition
- TAM
- IP holdings (if any)
- Development plan
- Competitive landscape
- Risks & mitigation strategies
- Financial expenses
- Financial projections

## Supplementary Material
- Non-confidential pitch deck
- Executive summary document
- Hook content to summarize the investment opportunity
- Third-party review by lawyers, accountants, before dissemination

## Investment Specifics
- Objective for external capital
- Preferred deal structure
- Target amount
- Target pre-money valuation
- Justification for pre-money valuation
- Consideration of alternatives
- Impact of funding on cap table

## Strategy Fit
- Is the timing ideal for capital raising?
- What are the funds going to be used for?
- Are there cases or benchmarks?
- What are some possible exit scenarios?
- Best positioned team member for outreach?