Business Readiness Checklist

The Business Readiness Checklist is a structured review designed to assess how prepared your business is for investor review or due diligence. By verifying the completeness of your statutory, financial, operational, and compliance documentation, this tool helps businesses tighten internal systems and investors quickly understand how “deal ready” a company really is. It’s the ideal step before entering negotiations, due diligence, or investor engagement.

For Investors:
Provides a transparent overview of a company’s document readiness, reducing friction and uncertainty ahead of formal due diligence.

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For Businesses:
Spot documentation gaps early, manage investor expectations, and improve internal organization—all before engaging in deal-making.
 

1. Client submits access to statutory, legal, and financial documents.
    

2. Our team acknowledges the existence of the investor-critical documents across 5 categories:

   • Corporate Governance & Legal Compliance

   • Financial & Operational Records

   • Compliance Filings & Reports

   • IP & Contractual Obligations

   • Permits, Licenses, and Certifications
      

3. We issue a Business Readiness Report with a document checklist score.
    

4. Client receives a Virtual Data Room [VDR] Link and final Go / Clarify / Hold opinion
    

Q: Is this a due diligence report?
No, it’s a pre-due diligence checklist designed to prepare you for what a formal investor due diligence will mostly require.

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Q: Will this help us organize our data?
Yes. The checklist is structured in line with investor requirements and helps you package your documentation into a virtual data room (VDR) for not only external, but internal structuring.

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Q: What if we don’t have all the documents?
That’s the point, this report shows you what’s missing so you can fix gaps before it becomes a deal-breaker later.