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FREE ASSESSMENT

What's Your Funding Readiness Score?

Answer 8 questions to discover how ready your business is to attract institutional capital — and exactly what to fix to get there faster.

Question 1 of 8
What best describes your current deal or business stage?
Be honest — this helps us calibrate your score accurately.
A Pre-revenue, idea or early stage
B Operating but not yet profitable
C Profitable with 1–2 years of financials
D Established with 3+ years and documented revenue
Do you have audited or reviewed financial statements?
Lenders and institutional investors require verifiable financials.
A No financials prepared at all
B Internal/unaudited statements only
C CPA-prepared statements (compiled)
D Reviewed or audited financial statements
What is your target capital raise?
The size of your ask determines which capital sources are relevant.
A Under $500K
B $500K – $5M
C $5M – $50M
D $50M – $500M+
Do you have a defined use of funds and capital stack?
Institutional capital requires precise allocation and structure.
A No — I haven't defined this yet
B General idea but nothing documented
C Documented use of funds, no formal stack
D Full capital stack with debt/equity breakdown
Do you have collateral, assets, or an off-take agreement backing your deal?
Asset-backed deals close faster and at better terms.
A No collateral or assets identified
B Some assets but not formally valued
C Appraised assets or partial off-take
D Full off-take agreement or institutional-grade collateral
Do you have a business entity, EIN, and operating agreements in place?
Legal structure is the foundation of any fundable deal.
A Not yet — operating informally
B Entity formed, no operating agreements
C Entity + EIN + basic agreements
D Fully structured with legal agreements and compliance frameworks
Have you presented your deal to any lenders or investors before?
Prior engagement reveals your positioning and pitch readiness.
A Never approached anyone
B Approached informally, no formal pitch
C Pitched with a deck, received feedback
D Active conversations with qualified investors or lenders
What is the biggest obstacle standing between you and capital right now?
Identifying your real blocker is the first step to removing it.
A I don't know what lenders/investors need from me
B My documents and financials aren't ready
C I lack the right connections and access
D My deal structure needs refinement before I go back out
0 / 100
EVALUATING...

Calculating your score...

Score Breakdown

WHY THIS MATTERS

Institutional Capital Has a Checklist

Most deals fail not because the opportunity is bad — but because the structure isn't fundable. This assessment identifies exactly where you stand.

Know Your Gaps

Most businesses don't know what's actually blocking their capital raise. This score makes it visible.

Move Faster

Businesses that know their readiness score close deals 3x faster than those that don't prepare.

Get a Clear Path

Your score comes with specific next steps — whether that's a product, a session with Saxy, or direct deal structuring.