LeadX Ventures

Investment Readiness Checklist

Preparing for a seed round? Work through this practical checklist before you approach investors — the same framework behind our Investment Readiness Analysis service.

Financials & Metrics

  • 12–24 month financial model with clear assumptions
  • Monthly burn rate and runway calculated
  • Key metrics defined for your model (MRR, CAC, LTV, retention)
  • Historical financials organized and reconciled

Narrative & Materials

  • Pitch deck (10–15 slides) telling a coherent story
  • One-page teaser for initial outreach
  • Clear problem–solution articulation in two sentences
  • Demo or product walkthrough ready on short notice

Market & Positioning

  • TAM / SAM / SOM sized with defensible methodology
  • Competitive landscape mapped with your differentiation
  • Evidence of demand: traction, LOIs, pilots, or waitlist
  • A clear answer to “why now?”

Team & Governance

  • Founder roles, equity split, and vesting documented
  • Key hires for the next 18 months identified
  • Cap table clean, current, and shareable
  • Advisors and board observers formalized

Data Room & Legal

  • Incorporation documents and IP assignments in order
  • Customer, partner, and employment contracts filed
  • Data room structured before first investor meeting
  • No unresolved founder or contractor disputes

Raise Strategy

  • Round size tied to 18–24 months of milestones
  • Valuation range grounded in comparable rounds
  • Target investor list matched to stage, sector, and check size
  • Timeline and process plan for running the round
Not sure where you stand?

Get an independent readiness assessment.

Our Investment Readiness Analysis is a deep-dive assessment of your business model, financials, and market positioning — so you enter the fundraising arena with confidence.

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