Client
Untitled project
Executive Review

Readiness Check

Comprehensive institutional audit across all 11 evaluation rules defined in Section A11. Every red and amber gap links directly to the relevant module for resolution.
Overall Series B Readiness:Not ready

4 critical red flags require resolution before approaching Series B investors.

4 Red4 Amber3 Green
Evaluation Rules (11 tests)
1
Module Completionred

All 9 modules must have required fields completed before starting investor engagement.

8 module(s) incomplete: Company Profile, Module 1 (Value Levers), Module 2 (Revenue Confidence), Module 4 (Multiple Bridge), Module 5 (Valuation), Module 6 (Investor Exit Lens), Module 7 (Round Designer), Module 8 (Process Roadmap)
Target: All modules complete
Fix in Company
2
Pipeline Share of Forecastgreen

High reliance on early-stage pipeline weakens revenue defensibility with growth investors.

0.0%
Target: ≤ 40% (Amber > 40%, Red > 60%)
Fix in Module
3
Revenue Confidence Ratioamber

Risk-adjusted revenue divided by management forecast indicates haircut severity.

0.0%
Target: ≥ 75% (Amber < 75%)
Fix in Module
4
Cumulative Plan Deliveryamber

Historical delivery against Series A plan determines credibility of forward projections.

No actual delivery data entered
Target: ≥ 95% (Amber < 95%, Red < 85%)
Fix in Module
5
Capacity Revenue-Equivalentred

Installed plant and machinery capacity must support the projected revenue forecast.

Capacity ₹0.00 Cr vs Forecast ₹0.00 Cr
Target: Capacity ≥ Management forecast
Fix in Module
6
Series A Step-Up Testamber

Valuation step-up multiple should not exceed 1.5x the actual revenue growth achieved since Series A.

Enter Series A post-money & Revenue at Series A to run step-up test
Target: Step-up ≤ 1.5 × Revenue Growth Multiple
Fix in Module
7
Investor Exit Lens Headroom (Base)red

Proposed entry price must afford target returns (MOIC & IRR) under the Base exit scenario.

-100.0% (Affordable ceiling: ₹0.0 Cr vs Proposed: ₹0.0 Cr)
Target: ≥ 10% (Amber < 10%, Red < 0%)
Fix in Module
8
Market Evidence Layer Depthamber

Comparables layers feeding multiples should have at least 3 verified data points for statistical relevance.

1 verified data point(s) in active layer (ipo_pricing)
Target: ≥ 3 included data points
Fix in Module
9
Tier 1 Peer Premium Capgreen

Valuation multiple exceeding 1.25x Tier 1 peer median requires strong defensibility before investors.

Final multiple -56.8x vs Tier 1 benchmark 29.2x (1.25x limit: 36.5x)
Target: ≤ 1.25 × Tier 1 growth-adjusted equivalent
Fix in Module
10
Customer Concentrationgreen

Top OEM client contributing over 35% of forecast creates key-account dependency risk.

0% of FY27-28 forecast
Target: ≤ 35% (Amber > 35%)
Fix in Module
11
Multiple Bridge Justificationsred

Every discount and premium applied to the base multiple must carry a Board-approved rationale.

Missing notes for: Private company discount, Size discount, Scarcity premium, Lever adjustment
Target: All adjustments justified with written rationale
Fix in Module