Turn your investor-readiness gaps into a practical action plan.
The Investor Readiness Action Toolkit is designed for entrepreneurs who have completed the free Investor Readiness Checklist or the Investor Readiness Starter Guide and are ready to start addressing the gaps they identified.
This practical toolkit provides editable templates, trackers and calculators to help you organise your information, support important claims with evidence and prepare for investor questions.
What is included?
- Start Here Instruction Guide – explains how to use every tool.
- Investor One-Page Snapshot – an editable Word template for presenting your opportunity clearly and concisely.
- Investor Questions Preparation Workbook – prepare credible answers to 20 common investor questions.
- Funding Requirement Calculator – calculate your project cost, own contribution and funding requirement.
- Due-Diligence Document Tracker – identify current, outdated, draft and missing documents.
- 30-Day Investor-Readiness Action Plan – assign priorities, responsibilities and completion dates.
- Investor Evidence Register – record the evidence supporting your market, traction, financial and operational claims.
- Investor-Readiness Progress Tracker – measure improvements using the detailed 70-point readiness scorecard.
This toolkit is suitable for:
- Start-ups preparing to approach investors
- Established businesses seeking expansion capital
- Entrepreneurs who are unsure which documents they still need
- Businesses preparing business plans, forecasts or pitch decks
- Founders who want to organise their information before paying for professional assistance
File formats
You will receive one downloadable ZIP folder containing:
- PDF instruction guide
- Editable Microsoft Word templates
- Editable Microsoft Excel workbook
Please note
This toolkit helps you prepare and organise your investor-readiness information.
Price: R399 once-off
Download the toolkit, address your readiness gaps and approach the funding process with greater clarity and confidence.

