Fundraise-Readiness Check
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Quiz namequiz-slug
fundraise-readiness-check-q1
Firmographic
What funding stage are you at?
Bootstrapped / friends & family
Pre-seed
Seed
Raising or raised Series A
Series A and beyond
fundraise-readiness-check-q2
Firmographic
Are you currently raising?
Not raising
Considering raising in the next 12 months
Actively raising now
In due diligence with an investor
Just closed a round
fundraise-readiness-check-q3
Diagnostic
Do you have a full 3-statement financial model (P&L, balance sheet, cash flow)?
No model at all
Basic P&L only, updated rarely
P&L and cash flow, updated monthly
Full 3-statement model, updated monthly with scenarios
Live, investor-grade model updated in real time with sensitivities
fundraise-readiness-check-q4
Diagnostic
How clean is your cap table?
Don't know / not tracked properly
Tracked in a spreadsheet, some uncertainty
Clean cap table, occasionally reviewed
Clean, up-to-date, with clear vesting schedules
Managed in dedicated software, fully audit-ready
fundraise-readiness-check-q5
Diagnostic
Could you produce 3 years of historicals in a data room within 48 hours?
No — would take weeks to pull together
Possible but messy and time-consuming
Yes, with some cleanup needed
Yes, mostly ready to go
Yes — data room is maintained on an ongoing basis
fundraise-readiness-check-q6
Diagnostic
How well do you know your key growth metrics (CAC, LTV, NRR, burn multiple etc.)?
Don't track these
Track a couple, informally
Track most, reported occasionally
Track and report these monthly
These drive our strategic decisions monthly
fundraise-readiness-check-q7
Diagnostic
Have your financials been reviewed or audited by an external party?
Never
Basic year-end accounts only
Reviewed by an accountant annually
Formal review process each year
Full audit or investor-grade review completed
fundraise-readiness-check-q8
Diagnostic
How confident are you defending your numbers under investor questioning?
Not confident at all
Somewhat, but would struggle on details
Fairly confident on most questions
Very confident, rarely surprised
Fully confident — finance leads these conversations
fundraise-readiness-check-q9
Diagnostic
Do you have a forward-looking model tied directly to your fundraise narrative?
No forecast exists
Rough forecast, not linked to the story
Forecast exists, loosely tied to narrative
Forecast directly supports the funding ask and use of funds
Model dynamically flexes across different funding/growth scenarios
fundraise-readiness-check-q10
Diagnostic
How much finance support do you have for the raise itself (data room, diligence, Q&A)?
None — doing it all myself
Ad hoc help from an accountant
Some structured support
Dedicated finance support through the process
Experienced fractional CFO leading fundraise readiness
Fundraise-Readiness Check
fundraise-readiness-check
Not Diligence-Ready
Your numbers wouldn't survive a serious look yet — and investors will find that out at the worst possible time.
Basic gaps could stall or kill a term sheet before you get there
A lot of founder time will go into firefighting mid-raise
Fixing this before you start raising saves weeks of pain
Raising Blind
You've got some pieces in place, but there are real holes an investor's finance team will surface quickly.
Expect probing follow-up questions you're not yet ready for
Diligence will take longer than it needs to
Worth tightening this up before, not during, live conversations
Nearly There
You're close to investor-ready — a few specific gaps are holding back a smooth diligence process.
Most fundamentals are solid
A short, focused push could close the remaining gaps
This is the stage where a fractional CFO earns their fee fastest
Diligence-Proof
Your numbers are in strong shape for scrutiny — the question now is how well they support your story, not just survive it.
You're ahead of most founders at this stage
The opportunity now is narrative and leverage, not fixing basics
Worth a second pair of eyes to sharpen the pitch itself