Capital Readiness Assessment Name * First Name Last Name Email * Phone (###) ### #### Product How ready for market is your primary product/service? * Idea Under Development Prototype Ready Beta Testing Ready for Manufacturing Ready for Market Paying Customers Ready for Scale What are you currently selling or what do you intend to sell? Product Service Subscription Service (SaaS) Other What type of Inellectual property is connected to you lead product/service? None First Mover Only Trade Secret (secret sauce or formula) Digital (Software code, algorithm, method) US Patent Pending US Patent Issued Does your business solve an obvious problem or meet a specific need in the market you serve? * Yes No I Don't Know Describe in a few words the problem your business solves: * Market If you are currently generating sales what sales channel(s) are you using? (select all that apply) * Captive Direct sales force Shared Direct sales force (partnerships) Through a wholesale distribution network Brick and Mortar Retail E-commerce None yet What sales channels do you intend to use going forward? * Captive Direct sales force Shared Direct sales force (partnerships) Through a wholesale distribution network Brick and Mortar Retail E-commerce What is your industry? * Business Products/Services B2B Consumer Products/Services B2C Energy Financial Services Healthcare Information Technology Materials Software SaaS Describe your vertical: * How many other companies are currently vying for your customers with a similar product or service? * 0 1-3 4-10 More than 10 Team Does the management team have direct, prior (and successful) experience in the industry you're trying to operate in? * Yes No Have the founders personally started and scaled a company before? * Yes No How many years of senior management experience do you personally have? * Traction Are you currently generating sales from your lead product or service? * Yes No What is your current annual revenue run rate? * How many years have you been trying to sell your product/service? * 1 2 3 4 5+ Capital Readiness How much capital has the team raised in the past (for this business and others) * Does the company have a current set of financials (actual results YTD) including P&L, Balance Sheet and Cash Flow? * Yes - Investor Ready Versions We've got a method for tracking our financials, but it's not this formal Not Yet How have you funded the business so far? * Personal Funds Bootstrapped with revenue Friends + Family Professional Investors Other (Grants, SBA Loans, Etc) Capital Needs How much money do you think you need to raise? * Are the founders/owners willing to give up equity for capital? * Yes No Maybe If yes, what percentage of the company are the owners/founders willing to give up? * How many months of runway do you currently have? * Thank you! We will get back to you shortly!Tailwind Team
