You're not just filling a pitch doc—you're pressure-testing your company like top founders do. This guided tool helps you prep for investor conversations with clarity, confidence, and Straten AI-powered support.
Instructions
This readiness tool is designed to help you structure your investor-facing answers across the 10 most common diligence topics. Here's how to use it:
Step 1: Start with your Point of View. This frames your fundraising intent and founder narrative.
Step 2: Work through each investor question. Use the dropdowns for guidance and document your best draft answer in the Notes box.
Step 3: Click “Generate Summary” to receive:
A strategic summary of your POV
Feedback on each individual answer
A final investor readiness analysis across all categories
Tip: Treat this as your internal prep board. You can copy insights into your deck, data room, or investor FAQ later.
Your Point of View
1. What problem are you solving, and how big is the market? Be precise about the customer problem you are solving and support your assessment of the Total Addressable Market, Serviceable Available Market, and Serviceable Obtainable Market using credible sources.
2. What makes your solution different or defensible? Use a mix of competitive matrix and IP/traction points to reinforce.
3. Who are your customers and what traction do you have? Speak in cohorts, revenue channels, and % growth—data beats adjectives.
4. What is your business model? Clearly define how you make money and how scalable and margin-healthy it is.
5. What’s your go-to-market strategy? Describe acquisition channels, conversion strategies, and sales velocity.
6. Who’s on your team and why are they uniquely positioned? Highlight founder-market fit, prior wins, and relevant domain expertise.
7. What are your current metrics? Show key performance indicators such as monthly recurring revenue, customer acquisition cost, customer lifetime value, customer churn rate, or number of active users—focus on the metrics that matter most for your business model.
8. How much are you raising and how will you use it? Connect funding to milestones—be credible, not inflated.
9. What are the risks or gaps? Demonstrate awareness with a mitigation lens; don’t appear naïve.
10. What’s your long-term vision or exit strategy? Balance ambition with optionality. Tie vision to real markets and trends.