Capital Raise Advisory LLC

How ready is your opportunity?

Ten questions, about three minutes. A private self-assessment across the five areas that capital providers and partners tend to review first.

10 questions

Strategy and objectivesHow clearly defined is the decision or opportunity you are preparing for?
Strategy and objectivesDo your leadership team and key stakeholders agree on the objectives?
Financial model and assumptionsIs there a financial model or pro forma for the opportunity?
Financial model and assumptionsHave the key assumptions been stress-tested?
Capital planHow well defined is the capital requirement: amount, timing, and uses?
Capital planHave you compared financing structures and alternatives?
Diligence readinessHow organized is the information an outside party would ask for?
Diligence readinessCould you present the investment case clearly in a short overview?
Team, partners, and executionAre roles, decision rights, and any partner terms clear?
Team, partners, and executionIs there a plan and a team to carry the work through to delivery?