Welcome — and thank you for subscribing to InvestorReady.AI
You’re about to create an investor-grade business plan, pitch deck, and financial model built on your answers. The quality of what comes out depends almost entirely on the detail you put in — so this short guide (and the video above) will help you get the most from it.
Watch the video first, then work through the questionnaire using the tips below.
The golden rule: more detail = a stronger plan
The system builds your plan from what you tell it. Vague inputs produce a generic plan; specific, numbers-rich inputs produce a plan investors take seriously. Wherever a box gives you room to write, use it — name real customers, real figures, real dates, real competitors.
When you give a number, give its context. Not “growing fast” but “MRR grew from £8K to £45K over nine months.” Not “large market” but the actual figures (see the market-sizing note below). Specifics are what make a plan fundable.
Take your time and gather your numbers before you start
Have these to hand: your latest revenue and cost figures, your funding ask and how you’ll spend it, your pre-money valuation and cap table, your current traction (customers, MRR/ARR, retention, growth rate), and your forward milestones. The more of these you can state precisely, the better.
Sizing your market — TAM, SAM, SOM
Investors expect to see your market sized in three layers, so it’s worth getting these right:
TAM (Total Addressable Market) — the entire market for your category if you captured 100% of it. The big top-line number (e.g. “the global HR software market is worth £X billion”).
SAM (Serviceable Addressable Market) — the slice of the TAM you can realistically serve with your current product, model, and geography (e.g. “UK mid-market employers with 50–500 staff = £X million”).
SOM (Serviceable Obtainable Market) — the realistic share you can actually win in the next few years given your resources and competition (e.g. “0.5% of SAM in three years = £X million”).
Where you can, cite a source for your market figures (an industry report, government data, a named analyst). A sourced number is far more convincing than a round figure with no origin.
Be consistent — we check, but check yourself first
Here’s something important: the system runs consistency checks across your answers, and if your figures contradict each other, your plan can fail that check and need reworking — which slows you down. So before you submit, make sure your numbers line up:
- Your funding ask should equal your equity + debt split, and your use-of-funds allocations should add up to the total raise.
- Your traction figures (customers, MRR, ARR) should agree wherever you mention them — an ARR quoted in one box shouldn’t contradict an MRR run-rate in another.
- Your milestones should progress logically (a later month shouldn’t show fewer customers than an earlier one).
- Your valuation basis should match the revenue figure it’s anchored to.
A few minutes checking your own figures before submitting saves a failed first pass.
A note on the NDA and disclaimer
At the end you’ll be asked to read and accept the disclaimer and the NDA before you can submit. Both are required. Once you accept the NDA, an electronically signed copy is saved to your customer folder.