Become investor-ready
Being investor-ready means being fully prepared for investor meetings. If you are, you come across as professional, gain trust and negotiate better terms.
The documents
The basics include a convincing pitch deck, a solid business and financial plan, a credible company valuation and a clean cap table. These documents must tell the same story without contradictions.
Clean governance
In due diligence, investors also check the formal side: articles of association, share register, minutes and contracts. Gaps here delay or jeopardise the deal. Clean governance is part of being investor-ready.
The story
Besides the numbers, the narrative counts: what big problem are you solving, why now, why your team? A clear, credible story connects all the documents and stays in investors' minds.
Frequently asked questions
What does investor-ready mean?
Being fully prepared for investor meetings – with a pitch deck, business and financial plan, valuation, clean cap table and orderly governance.
Why is governance important for investors?
In due diligence, investors check the articles of association, share register and minutes. Gaps can delay or prevent the deal.
Become investor-ready
Start for free with planix – no registration. Guidance, feedback and next steps, thoroughly reviewed within 24 hours max.
- 600+ founders supported
- Swiss company
- Start for free – no registration