Before you talk to investors

# Before you talk to investors — sample

_Template raise_runway_readiness_v1 v1 · Before you talk to investors_

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# Decision snapshot

**Primary decision:** Confirm priority sequence and owners before next planning cycle.

**Why now:** The current brief reflects your latest inputs and should guide near-term execution.

**Expected impact:** Faster alignment on what to execute first and what to defer.

**Owner:** Report owner

**Due window:** Next planning checkpoint

# At a glance

**Organization:** Beacon Fieldware (sample)

**Positioning:** _To be confirmed_

**Mission:** _To be confirmed_

**Primary contact:** _To be confirmed_

**Markets / regions:** _To be confirmed_

**Differentiators (summary):** _To be confirmed_

**Accessibility intent:** _To be confirmed_

**SEO focus:** _To be confirmed_

_This lead section is auto-generated from Essential and selected Core fields. Confirm details in the full brief below._

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# Full brief

# Start here (plain language)

This workflow is planning-only—not tax, legal, or investment advice. We use simple words and short steps so you can see gaps before a big conversation or spend decision.

### What this workflow is (and is not)

> Planning-only self-assessment for advisor conversations—not investment advice.

### What is your main goal in the next 90 days?

Prepare for investor or lender conversations

### How comfortable are you reading financial statements today?

Comfortable with summaries; need help on runway math


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# Cash & runway snapshot

Runway means how many months the business can keep operating if income and spending stayed roughly like today. Use ranges if exact numbers are unknown.

### Quick definition: runway (optional note to yourself)

> _To be confirmed_

### Approximate cash on hand (company)

$400k–$600k CAD

### Typical monthly net cash change (burn or surplus)

_To be confirmed_

### Rough runway if nothing changed

14–16 months at current burn

### Explain your runway in your own words (3–6 sentences)

> _To be confirmed_


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# Story vs numbers

Investors and partners often ask whether the metrics behind your pitch match the story. Capture definitions and evidence at a high level.

### How you make money today (or plan to first)

> _To be confirmed_

### Top metrics you would show in diligence (up to five)

| Metric name | Definition in plain language | Current value (range or text) | How strong is the evidence today? |
| --- | --- | --- | --- |
|  |  |  |  |

### Do your public story and internal numbers feel aligned?

Mostly aligned — one slide still uses old MRR

### Contradictions or open questions to resolve (optional)

> _To be confirmed_


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# Diligence readiness (lightweight)

A “data room” is the organized set of documents and metrics buyers or investors expect. You are not uploading files here—just checking readiness.

### What “diligence readiness” means here

> _To be confirmed_

### Material categories — status

| Category | Readiness | Next step (one line) |
| --- | --- | --- |
|  |  |  |

### Biggest diligence risk on your mind

> _To be confirmed_


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# Prioritized next steps

Turn this pass into a short action list you can share with cofounders, finance help, or mentors.

### 30 / 60 / 90-day actions

| Window | Action | Owner | How you will know it is done |
| --- | --- | --- | --- |
|  |  |  |  |


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# Glossary (plain language)

Edit definitions so your whole team shares the same meaning for basic finance terms.

### Terms

| Term | Plain-language definition |
| --- | --- |
| Runway | How long the company can keep operating with its current cash if income and spending stayed about the same. |
| Burn / net cash outflow | How much more cash goes out than comes in during a typical month, after revenue. |
| Diligence | The structured review process where an investor or buyer checks your claims against documents and data. |
| Data room | An organized place (often virtual) where due diligence documents and metrics live for review. |
| Cap table | The record of who owns how much of the company, including options and convertible instruments. |
| Metric definition | A clear rule for how a number is calculated—including what is included, excluded, and the time period. |