Client
Untitled project
Sreejith Jaison & Associates · Advisory

Executive Dashboard

Executive dashboard for your Series B fundraise readiness. Track module progress, monitor institutional readiness flags, and advance your valuation case toward term-sheet execution.
Workflow Progress
0 of 9 steps
Investor Readiness
Not ready
4 critical red flag(s)
Target Pre-Money
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Module 7 Round Designer
Risk-Adjusted FY27-28
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Module 2 Revenue
Next Action · Step 10 of 9 steps finalized

Company Profile

Foundational company metrics, sector focus, Series A post-money benchmark, and current net debt.

Module Completion Dashboard

Fast Track

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Fast 3-step 5-minute valuation, scenario analysis, and board/investor report generator.

Ready

Advanced

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Executive overview of your Series B valuation readiness, module completion progress, and quick links.

Ready
1

Foundational company metrics, sector focus, Series A post-money benchmark, and current net debt.

Action required
2
Value Levers(Step 2)

Score and weight 7 strategic value levers with verified evidence to drive multiple adjustments.

Action required
3

Forward revenue built in certainty layers (contracted, qualified, pipeline), capacity check, and plan delivery.

Action required
4

Listed peer multiples, pre-IPO transactions, and regression-implied multiples anchored by INDO-MIM.

Action required
5

Derive defensible entry multiples through private discounts, size adjustments, and scarcity premiums.

Action required
6
Valuation(Step 6)

Target pre- and post-money valuations across opening ask, target, and walk-away points.

Action required
7

Institutional return hurdle analysis (MOIC & IRR) under Bear, Base, and Bull exit scenarios.

Action required
8

Cap-table modeling, primary raise, secondary sales, ESOP top-ups, and post-round dilution.

Action required
9

Investor pipeline CRM, staged information release matrix, 8–10 week Gantt schedule, and objection bank.

Action required
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Comprehensive 11-rule audit evaluating red, amber, and green status across all valuation drivers.

Action required
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Generate board playbooks, equity stories, 16-slide investor decks, and challenge role-play prompts.

Ready
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Export board-ready Word (.docx) and PowerPoint (.pptx) documents with SJA Chartered Accountants letterhead.

Ready
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Advisor access credentials, document sign-off status, and project parameter configuration.

Ready