The Investor Readiness Audit™

Is your startup fundable?
Stop guessing.

Before You Pitch,
Know Where You Stand

Are you getting no feedback from investors? No clear yes. No term sheets. You're burning TIME and money and you don't know what's wrong!

Most investors won't tell you why they passed. They leave you guessing. The Investor Readiness Audit™ ends that. The 36-point diagnostic tells you exactly where you'll fail—before your next pitch.

Final Analysis & Report — delivered in approximately 2 weeks
$920M+ Capital Raised
275+ Companies Guided
36 Years Experience
Investor Readiness Audit — Know Where You Stand
The Problem

Most Founders Pitch
Without a Roadmap

You've built something real. The gap between a great product and a fundable company is where most raises die — and most founders never find out why.

You only get one chance with each investor.
Don't go in blind.

Your Story Doesn't Land

Investors don't fund technology. They fund excitement, urgency, and desire. If they don't feel it in the first 60 seconds, the meeting is already over.

Your Financial Model Has Holes

Sophisticated investors use your financial model to test whether you truly understand your business. Holes and non-alignment with your story and pitch deck destroy credibility instantly.

Your Strategy, Numbers, and Deck Tell Three Different Stories

Misalignment between your pitch deck, financial model, and go-to-market strategy is one of the top three most common reasons deals die. Don't end up here.

The Solution

Two Sessions.
One Week of Analysis. Total Clarity.

Two intensive Zoom sessions bookend a full week of my deep-dive analysis. The result is the most rigorous assessment of your raise readiness available anywhere.

This is not just a 36-point report — it's a detailed 90-minute Zoom call where I take you through my findings and you get your live questions answered.

1

Initial Pitch Session

You present your pitch to me twice — the way real investors will see it.

60-Minute Zoom Call
  • Round 1: A 5-minute pitch, up to 5 slides, no questions from me — simulating a short cold investor conversation
  • Round 2: Your full 20-minute pitch
  • With my questions extends to 40 minutes, just like a real investor pitch
2

Deep-Dive Analysis

One full week of rigorous off-line review of every component of your raise.

Off-Line Work
  • Full review of all presentation materials
  • Financial model analysis
  • 36-point scoring across all three Triad components
  • Gap identification and repair direction for issues identified
3

Report & Strategy Session

Comprehensive findings and my clear direction to fix all errors and gaps.

90-Minute Zoom Call
  • Full 36-point Equity Raise Triad™ Assessment Report
  • Deep-dive review of every score with grounded findings
  • Repair Roadmap: Exactly what to fix before you pitch
  • Video recording of the session

Every Dimension
Scored and Explained

Each of the 36 points is scored 1–5 with a color-coded grade, a written finding, and specific repair direction. Nothing is vague. Nothing is left to interpretation.

Score Key:
1 — Critical Gap
2 — Significant Gap
3 — Needs Work
4 — Strong
5 — Investor Ready
Compelling Case for Customers™
Business & Capital Raise Strategy — the foundation every investor question starts from.
01
Compelling Case for Customers™ (3Cs™)
2/5 Significant Gap
02
Competitive Moat
4/5 Strong
03
Go-to-Market Strategy: Targets, CAC, Reach
1/5 Critical Gap
04
Demonstrated Ability to Scale
3/5 Needs Work
05
Funding Amount Analysis
5/5 Investor Ready
06
Next Round Raise Milestones
2/5 Significant Gap
07
Runway to Follow-on Round or Exit
3/5 Needs Work
08
Valuation Step-Up
4/5 Strong
09
Business & Capital Raise Strategy Consistency
1/5 Critical Gap
10
Unit Case Economics
3/5 Needs Work
11
Direct vs. Indirect Customer Analysis
2/5 Significant Gap
12
Business Case Made
3/5 Needs Work
Strategic Financial Forecasting Model
Institutional investors will stress-test every assumption. Your model must be built to withstand that scrutiny.
01
Ease of Understanding & Use
2/5 Significant Gap
02
Inputs, Calculations & Reports Structure
3/5 Needs Work
03
Structure Consistency
4/5 Strong
04
Array Coding, Not Individual Cells
1/5 Critical Gap
05
Real vs. Nominal Figures
5/5 Investor Ready
06
Choke Points & One-Time Calculations
2/5 Significant Gap
07
Bottom-Up Dynamic Model
1/5 Critical Gap
08
Error Checking
3/5 Needs Work
09
Monthly Projections, 5–7 Years
4/5 Strong
10
GAAP or IFRS Standards
5/5 Investor Ready
11
Detail Level Consistent with Round & Series
3/5 Needs Work
12
All Required Reports & Metrics: Internal & Investor
2/5 Significant Gap
Pitch Deck
You have less than 8 seconds per slide to create conviction. Every element must earn its place.
01
Contains Required Slides
4/5 Strong
02
No Extraneous Slides
2/5 Significant Gap
03
Fast Capture: < 8 Seconds Per Slide
1/5 Critical Gap
04
Optimum Level of Detail
3/5 Needs Work
05
Consistent Story & Narrative
2/5 Significant Gap
06
Slides in Best Order to Tell the Story
3/5 Needs Work
07
Overwhelming Compelling Case for Customers
1/5 Critical Gap
08
Why Customers Must Buy Your Solution
2/5 Significant Gap
09
Infinitely Clear Go-to-Market
1/5 Critical Gap
10
Case for Ability to Scale
4/5 Strong
11
Meets All Investor Requirements
3/5 Needs Work
12
Equity Raise Triad™ Consistency
2/5 Significant Gap

* Scores above are illustrative samples. Your actual report will reflect findings specific to your company.

We Don't Just Find the Gaps —
We Show You How to Fill Them

Every weakness identified comes with specific, actionable repair direction. You'll leave the final session knowing exactly what to fix, in what order, and why it matters to investors.

Strategy & Business Case

Reframe your Compelling Case for Customers™ using the 3Cs™ framework — so investors feel the excitement and urgency for your product
Define the go-to-market with specificity: named targets, cost of acquisition, and the exact channels you'll use to reach scale
Align funding amount with milestones, runway, and the valuation step-up investors will demand for the next round
Tighten the consistency between your business strategy, capital raise strategy, and financial projections

Financial Model

Restructure the model with exclusive Inputs, Calculations, and Reports tabs — the standard that institutional investors expect
Convert to array-coded formulas and bottom-up dynamic assumptions that prevent errors, withstand stress-testing, and give investors confidence in you
Add error-checking logic, choke point analysis, and correct one-time calculation treatment
Ensure the right reports and investor metrics are present and formatted to GAAP or IFRS standards

Pitch Deck

Cut extraneous slides and restructure the order so the most compelling argument leads every section
Redesign each slide to communicate its core message in under 8 seconds — the real investor standard
Sharpen the go-to-market slide until it's infinitely clear: who buys, why they must, and how you'll reach them at scale
Verify Triad consistency — that every number, assumption, and claim aligns across strategy, model, and narrative

Everything You Need
to Walk in Ready

The Audit is not a short checklist. It is the most rigorous pre-raise assessment a founder can get — delivered in two weeks, with everything in writing.

01

The Equity Raise Triad™ Assessment Report

A comprehensive written report scoring all 36 points across Strategy, Financial Model, and Pitch Deck — with grounded findings and specific repair direction for every gap.

02

90-Minute Findings Presentation & Q&A

Brett presents the full report on a live Zoom session, walking through every score, explaining the root cause of each weakness, and answering your questions.

03

Full Video Recording

The complete Zoom session is recorded and delivered to you — so your team can review each finding, replay key moments, and reference the repair direction as you execute.

Trusted by Founders,
Validated by Investors

One of the best presentations I've seen — and I've seen thousands.

Brian Flucht
Brian Flucht Partner & US Investment Head, Global Brain VC

We are just now getting our fund raise across the finish line. Brett was absolutely fantastic — things could have turned out very differently without his coaching and mentorship.

Riley Goodman
Riley Goodman Co-Founder, Strideline Socks

If you need to raise capital, you want Brett on your team. Not only will he create the exact right message for your investor audience, but he will undoubtedly increase the valuation you will get for your company.

Glenn Gow
Glenn Gow The Scaling CEO Coach

One Fee. No Surprises.
Enormous Clarity

A fraction of what one failed presentation costs you in wasted time, emotional heartache, and lost momentum.

The Investor Readiness Audit™

$19,997
Introductory Price
$9,997
One-time investment · Final Analysis & Report in ~2 weeks
Initial pitch session — two presentations with full Q&A (Zoom)
One week of deep-dive analysis of materials submitted
36-point Equity Raise Triad™ Assessment Report — all findings in writing
90-minute findings presentation with Brett (Zoom) — every score explained
Specific repair direction for every gap identified
Full video recording of the findings session delivered to you
36 years of experience and $920M+ in raises behind every finding
Start Your Audit

Introductory pricing available for a limited time as Brett builds the advisory practice. This rate will increase.

Ready to Know Where You Stand?

Stop Pitching Into the Dark

The Investor Readiness Audit™ gives you a precise, expert-grounded picture of your raise — and a clear roadmap to fix every gap before sophisticated investors find them.

Start Your Audit