021 / INVESTOR READINESS CHECKLIST

[ ] Current pitch deck and one-page overview
[ ] Customer research with permission to share
[ ] Dated traction metrics and definitions
[ ] Revenue and pilot records
[ ] Financial model with assumptions separate from actuals
[ ] Team bios with verified claims
[ ] Ownership and corporate records reviewed by qualified advisers
[ ] Product overview and roadmap
[ ] A list of gaps and questions
[ ] Recipient, purpose, scope, and expiry for each access grant

Share only what is appropriate for the recipient and stage. Obtain professional advice about sensitive documents. This checklist is educational, not legal, financial, or investment advice.