Capital Readiness Assessment™ (10-Minute Survey)

This short assessment helps determine how prepared your company is to raise institutional capital.

The evaluation is based on the Loyola Capital Advisors Capital Readiness Framework™, which assesses companies across five key dimensions investors evaluate before committing capital.

LCA Capital Readiness Framework…

Your responses will help us determine whether we can assist you in raising growth capital, optimizing your capital structure, or preparing your company for institutional investors.

Section 1 — Company Overview (1 minute)

1. Company Name *

2. Website *

3. Your name *

4. Your title

5. Email *

6. Phone *

9. What is your company’s gross margin?

< 20%

20–40%

40–60%

> 60%

12. Do you have any outstanding debt amounts?

Yes

If yes, how much?

Section 3 — Capital Raise Objectives (1 minute)

13. Are you currently considering raising capital? *

15. Type of capital you are seeking *

16. Primary use of capital (Select top 2): *

Section 4 — Financial Infrastructure (2 minutes)

Investors require credible financial reporting and forecasting capabilities.

LCA Capital Readiness Framework…

17. What accounting system do you use? *

QuickBooks / Xero / Other cloud accounting

ERP system

Hybrid / custom system

None

19. Quality of financial statements *

Internal only

CPA compiled

CPA reviewed

Audited financials

21. Do you maintain a financial forecast or model? *

No forecast

12-month cash forecast

Annual financial model

Multi-year strategic model

22. Have you ever had a quality of earnings done for your business?

Yes

Section 5 — Leadership & Talent (1 minute)

Institutional investors invest in teams as much as businesses.

LCA Capital Readiness Framework…

23. Current leadership team (Select all that apply) *

24. Sales leadership *

Founder-led sales

Sales manager

VP Sales / CRO

Structured sales organization

25. Management experience *

First-time founders

Mix of first-time and experienced leaders

Experienced leadership team

Leadership with prior exits

Section 6 — Governance (1 minute)

Governance becomes increasingly important as companies attract institutional capital.

LCA Capital Readiness Framework…

26. Governance structure *

Founder controlled

Informal advisors

Advisory board

Formal board of directors

27. Board composition *

No board

2–3 advisors

3–5 board members

5–7 board members with independent directors

28. Board meeting frequency *

None

Annual

Semi-annual

Quarterly

Section 7 — Operational Scalability (1–2 minutes)

Investors want to see that growth will not break the company.

LCA Capital Readiness Framework…

29. CRM / sales infrastructure *

None

Basic CRM

CRM with pipeline reporting

Advanced CRM with analytics

30. Sales process *

Founder-driven

Informal sales process

Defined sales process

Fully documented sales playbook

32. Operational systems *

Manual processes

Some documented processes

Standard operating procedures

Scalable automated systems

Section 8 — Capital Markets Readiness (1–2 minutes)

33. Materials currently available (Select all that apply) *

Section 9 — Strategic Priorities

37. What is an ideal outcome from your perspective? *

Final Section — Consultation

38. Would you like to schedule a 30-minute capital strategy consultation? *

Yes

Possibly

Not yet

39. Preferred timeline

Immediately

Next 30 days

Next 3 months

Just exploring

Capital Readiness Assessment™ (10-Minute Survey)

Section 1 — Company Overview (1 minute)

Section 2 — Revenue & Growth Profile (1–2 minutes)

Section 3 — Capital Raise Objectives (1 minute)

Section 4 — Financial Infrastructure (2 minutes)

Section 5 — Leadership & Talent (1 minute)

Section 6 — Governance (1 minute)

Section 7 — Operational Scalability (1–2 minutes)

Section 8 — Capital Markets Readiness (1–2 minutes)

Section 9 — Strategic Priorities

Final Section — Consultation