Investor Readiness Assessment

Twelve numbers and a business type. One verdict, and the questions investors will ask when they see your metrics. Designed for B2B companies with recurring or repeatable revenue. All calculations run in your browser; nothing you enter is sent or stored anywhere.

Enter all monetary values in USD.

Business profileBusiness typeDrives benchmark thresholds. Pick: SaaS / Services / Hardware / Hardware+Software.

P&L, trailing 12 monthsRevenue (USD)Total recognized revenue, last 12 months. Must be above zero for the assessment to run.COGS (cost of serving customers) (USD)Hosting, support, implementation, components, manufacturing, logistics, warranty. NOT sales or admin.Sales & Marketing (S&M) (USD)Sales team, marketing, outbound, paid acquisition, commissions.General & Administrative (G&A) (USD)Finance, legal, HR, admin, office.

Cash and growth, same 12 monthsNet burn (USD)Cash out minus cash in. Positive number; 0 if cash-flow positive.Net new recurring / repeatable revenue (ARR) (USD)Increase in annualized recurring (or demonstrably repeatable) revenue over the period. If your revenue is one-off projects only, this tool will misread you: talk to us instead.New customers acquiredUsed only for the CAC context figure; does not drive the assessment.Cash balance today (USD)Available operating cash across all accounts. Exclude restricted, pledged and customer funds.

Working capital, todayAccounts receivable (AR) (USD)Approximation based on ending receivables and annual revenue.

Prior year (optional, for operating leverage)Revenue, prior 12 months (USD)Leave 0 if younger than 24 months; the trend rows will show n/a.S&M, prior 12 months (USD)G&A, prior 12 months (USD)

What investors will ask

Metrics behind the assessment

Metric	Your value	Threshold	Status

Thresholds assume SMB/mid-market B2B with recurring or repeatable revenue. Burn multiple bands reflect market convention, not a formal institutional standard. Hardware figures are indicative.

Prefer a spreadsheet? Download the Excel version.

This is the baseline. A full capital readiness review goes deeper: cap table, governance, structure, and the diligence file itself.

gennady@menadd.com · book a call · source article

Investor Readiness Assessment

What investors will ask

Metrics behind the assessment

Diligence Notes