Capital Raise Readiness Checklist: 90 Days Before You Raise
A 90/60/30-day checklist so your pipeline, pages and CRM are ready before a deal goes under contract.
Read →Free scorecard for sponsors
Is your next raise ready to launch?
Score yourself on the 10 areas that decide whether a raise starts strong or starts from zero. Get your score and your top three fixes.
1. Investor pages
Website pages for team, approach, FAQ and contact are current and mobile-friendly.
2. Lead magnet
You have an educational, counsel-approved lead magnet behind a form.
3. CRM hygiene
Your top 50 CRM records have current contact info, last touch and check size.
4. Nurture sequence
A 6+ email education sequence runs automatically for new leads.
5. Qualification rubric
IR uses a written rubric to decide who gets a call.
6. Counsel-approved messaging
Investor-facing messaging is approved for your exemption.
7. Response standard
Qualified inquiries get a personal response within one business hour.
8. Booking flow
Qualified leads can book a call immediately after a form.
9. Weekly scorecard
Leadership reviews 5 pipeline metrics every week.
10. Principal content
A principal publishes educational content at least weekly.
Readiness score
0 / 100
Answer the questions to see your tier
0 of 10 answered
Your top fixes
Your three biggest gaps will appear here.
How to use it
Four steps
- Answer honestly: Partly counts for half.
- Read your tier and top three gaps.
- Follow the linked guide or template for each gap.
- Retake it 90 days before each raise.
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