A self-assessment for owners raising money or borrowing
Someone else's money comes with someone else's questions about how much of this is you.
Raising money is selling a slice of the business, whatever the term sheet calls it. An investor is a buyer taking a smaller piece, and reads the same seven things a buyer reads.
They bring one question a buyer never has to ask: what becomes of their money if you leave.
Their money would be in the business, and nothing would stop you walking out of it. The more of it that depends on you, the more they'll want in return, or the longer they'll take to decide.
The assessment reads the business the way an investor does, and shows you what they'd want settled before they commit.
Where we'd start
USD $200
Click below to pay by card or crypto (BTC or XMR). Then start the assessment. Your answers save as you go.
Buy the full report
Nothing to buy
Both take the same 31 questions and the same 45 minutes to an hour.
Every owner answers the same 31 questions. Coming in this way, the report reads your answers as an investor would, and each of these seven comes back with a reading. These are the readings you want, word for word as the report puts them.
An investor's accountant could check your figures in a week.
Most of next year's income is already secure.
You can show what the business earns, and that it will last.
Growth doesn't depend on you, and the trend backs it.
The business runs without you, and an investor can see it.
What makes the business work would survive a change of owner.
Most of how the business works is written down.
31 questions about how the business actually runs, plus five about the business itself, in eight parts. None of them are difficult. Several are uncomfortable, and that's most of the value.
It holds whether or not you ever sell. An investor prices it, a bank discounts it, a successor inherits it, and you live it every week for as long as you own the thing, which is the part that rarely gets counted. You get a number out of 100, the seven readings behind it, what somebody outside would notice first, and the three answers they would press on hardest.
It's not a valuation and it won't tell you what anyone would pay. It's not financial, accounting or legal advice. It scores what you tell it, so a careless half hour returns a careless number, and that's nobody's doing but yours.
There's no catch. Nobody is going to call you. The full report goes further, and nothing is held back from your result in order to sell it.
Allow 45 minutes to an hour, most of it looking things up, and have last year's revenue and your most recent accounts within reach. The sheet will email you a link back if you'd prefer to finish another time.
When an investor sits down with your figures, you'll already know the three answers they'll ask about first.
Your answers are yours. We do not sell them. We do use anonymised data, aggregated, to establish industry, regional and other statistics.