Ready-to-raise checklist
I use this checklist to see whether I can explain the raise, support my claims, and answer basic questions. I do not need perfect materials before I begin. I do need a clear use of funds, a consistent story, and a way to keep records current. I work through each section with my team. If an item is incomplete, I assign an owner and a next step before I contact investors.
Story
Track record
Numbers
Materials
Investor list
Legal basics
I use this list to organize preparation. It does not determine whether a raise is suitable or compliant. I discuss offering questions with a securities attorney.
General education only. Not legal, tax or investment advice. Your ticks are saved in this browser only.
