Investor Readiness

Be better prepared for your opportunity to Grow

Tailored Investor Readiness packages that match your needs

If you are a start-up looking to raise funds from Angels or Venture Capital, or an established firm seeking additional funds to facilitate growth, or pursue new opportunities, our team of experts can help better prepare you.

How we can Help

Preparing your business for fundraising

Preparing required business documents

Preparing your team for a pitch

Preparing or improving your pitch deck

Preparing a short business plan

Offer fundraising insights from experienced investors

Offer constructive feedback on your value proposition

Offer insights into your growth or traction plans

Offer to improve your business plan, proposals, etc.

Offer a Realistic Valuation Analysis


We can match you with one of our expert advisors and coaches:

Investment and Financial Advisors

Entrepreneurship and Business Planners

Business Developers and Marketers

Communication and Presentation Experts

Data Analysis and Project Management Experts

Certified Coaches and Trainers


Investment Preparation

Executive Summary

Model Analysis

3 to 5 Year Full Financial Forecast

2-3 Financial Scenarios

Pitch Decks

Professional Presentation Preparation

Investment Term Sheets

Cap Table Review

Realistic Valuation Analyses


What Investors Want

We are here to help bridge the gaps between your current situation, and where you need to be to acquire the right funding from the right investor


Your ability to gather the right team instills confidence in investors.

They want your team to be part of your business foundation.


You should be a subject matter expert in your industry and a natural leader.

Investors invest in you as much as they invest in your business!


Your opportunity needs to be valid, cogent and based on sound information.

We can improve your opportunity through innovation!

We have developed a full Investor Readiness Certificate Program designed to prepare entrepreneurs and business owners to get the most out of their fundraising journey

The 8+ Week, 8 Module Program covers the most important factors in fundraising, making it easier, faster, and more likely that you will raise the funds you need on the terms that benefit you most.

How Will This Certification Program Help with Fundraising?

  • Simplify the Due Diligence Process for Investors
  • Save Investors Time & Energy
  • Speed Up the Fundraising Process
  • Better Organize Your Documents
  • Highlight Your Achievements & Strengths
  • Add Credibility to Your Business
  • Identify Areas in Which Investors Can Contribute or Help
What Investors are Looking For

What combination of quality information, cogent arguments, leadership, and team-fit will instill confidence in your investors?

Industry & Market Attractiveness

How attractive are your Industry and Market? How can you demonstrate this? What opportunities have you spotted?

Viability & Validation

Learn to perform a product or service, internal, and financial feasibility analysis to help investors better understand your potential.

Business Models & PlaNS

Learn how to model your business and translate that into a meaningful and executable business plan.

Presentation & Pitching

Improve your written and verbal communication skills. See what the experts advise you to do, and not do, in your PowerPoint Presentations. Learn to Pitch!

Data Room Development

Understand the value of a Data Room, why you should create two of them, and how to better organize your data into an asset that helps investors save time.

Valuation & Modern Tools

Understand Financial Statements, learn about the two major types of financing, and how to craft meaningful projections. What is the Valley of Death and how can Modern Tools help you excel?

Final Assessment

Demonstrate your prowess as an entrepreneur, identify your strengths and weaknesses, learn how to address the latter and leverage the former, and show our experts that you are ready!

The ‘Investor Readiness’ Sweet Spot

Most start-ups do not survive beyond their fifth year. Very few ever break even. Even fewer can overcome the challenges necessary to grow. If your start-up or small business wants to attract investors, you must first have a clear understanding of the investor readiness sweet spot, and how to take advantage of it.

Get out of the valley of death

We help you to research, analyze, plan for, and execute real world strategies to break out of the Valley of Death.

Prepare for venture capital

The better prepared you are to meet with, present to, and work with venture capitalists and angel investors, the better your odds of succeeding in raising the right amount, for the right price, with the right partner.

The Key To Success is Continuous Improvement

Reach out to us and let us work together to help you and your team continuously improve, be better prepared, and stand out from the crowd!

Investor-Readiness is just an email away