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Investable Business Assessment
A 10-Question Funding-Readiness Assessment for Mission-Driven Businesses
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How passionate are you about your business?
0 = not at all
10 = extremely passionate!
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0
5
10
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How committed are you to your business at this time?
I am 100% committed to being a full-time entrepreneur.
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Add RecommendationAdd TagsMy business takes up more than 50% of my work time.
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Add RecommendationAdd TagsMy business is a hobby or side project.
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Are you clear on your core values in your business (the things you would not compromise on, no matter what)?
Yes
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Add RecommendationAdd TagsMostly Clear
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Add RecommendationAdd TagsNo
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Do you have an interesting story about why you started your business—a story that you like to tell and others like to hear?
Yes
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Add RecommendationAdd TagsNo
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Add RecommendationAdd TagsI'm not sure/maybe
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Which statement best describes what you do in your business?
I am good at what I do but I would not call it my genius or purpose.
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Add RecommendationAdd TagsI feel that I am meant to be doing this work.
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Check ALL the statements that are true for you when it comes to your business financials.
I believe that my business, when it reaches its full potential, will allow me and my family to have the lifestyle we want.
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Check all the statements that are true.
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How easily can you imagine your business five years from now (i.e. how much you have grown, where you are located, who you serve, what you are offering the world)?
0 = can't imagine at all
10 = I can picture it as if it were already happening!
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How do you want to exit your business someday?
Sell my business to another company or owner.
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Add RecommendationAdd TagsClose the doors when I leave – my business is too linked to me to be run by anyone else.
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Add RecommendationAdd TagsIPO aka go public.
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Add RecommendationAdd TagsSell my business to the workers or customers.
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Add RecommendationAdd TagsUnsure or don’t know.
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Add RecommendationAdd TagsI have another exit in mind.
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Which of these best describe the status of your financial plan (a financial plan, also known as projections, is a spreadsheet that shows your projected revenues and expenses over the next several years)?
No financial plan (yet).
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Add RecommendationAdd TagsI have a financial plan but I doubt that it’s very good.
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Add RecommendationAdd TagsI have a financial plan that I feel is a fairly reasonable prediction about what will happen in the future.
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Add RecommendationAdd TagsNext
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Your results indicate that you scored %%YOURSCORE%%% on the funding readiness assessment.
This means you have most of the important elements you need in your business to get funded!
%%CATEGORY_TOTAL_PERCENT%%
%%CATEGORY_TOTAL_NUMBER%%
[CATEGORY_TOTAL_PERCENT]
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Your results indicate that you scored %%YOURSCORE%% on the funding readiness assessment.
This means you have many of the important elements you need in your business to get funded!
%%CATEGORY_TOTAL_PERCENT%%
%%CATEGORY_TOTAL_NUMBER%%
[CATEGORY_TOTAL_PERCENT]
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Your results indicate that you scored %%YOURSCORE%% on the funding readiness assessment.
This means you still need to work on some of the basic building blocks before starting to look for funding.
%%CATEGORY_TOTAL_PERCENT%%
%%CATEGORY_TOTAL_NUMBER%%
[CATEGORY_TOTAL_PERCENT]
[CATEGORY_TOTAL_NUMBER]
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