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Institutional-grade tools. Self-serve prices.
Built from real client work — tools that reflect what investors and lenders actually want to see, without the consulting fee.
Investor Readiness Kit
Everything you need to find out where you actually stand with investors and lenders — and to close the gaps before you are in the room. Built from real client work, not theory.
- Investor readiness scorecard and gap analysis
- Three-statement financial model template
- Investor data room checklist
- Pitch deck financial slide structure
- Works in Google Sheets and Excel
Instant download. 30-day money-back guarantee.
Investor Readiness Kit
Instant download
Not Sure Where You Stand?
Take the Investor Readiness Quiz — free.
Answer a few questions and get a 0–100 readiness score, your band, and the specific gaps to close before your next funding conversation.
Take the Free Quiz →Need Something Custom?
Templates not cutting it?
If you need a model or deliverable built specifically for your business, that's what the fractional CFO engagement is for. Same institutional standards — done with you, not handed to you.
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