Funding objective
Is your funding requirement linked to specific uses and business milestones?
Set out the amount, timing, use of funds and milestones the funding is intended to support.
Consult EFC | Free decision toolkit
Assess the financial evidence behind your funding story. Leave with a prioritised preparation plan for a more useful investor or lender conversation.
13 questions. Approximate completion time: 3 to 5 minutes. Immediate results. No email required to see your plan.
Is your funding requirement linked to specific uses and business milestones?
Set out the amount, timing, use of funds and milestones the funding is intended to support.
Are financial records current, reconciled and consistently reported?
Close and reconcile the latest financial period before circulating investment materials.
Does your model connect profit, cash and the balance sheet?
Connect the operating forecast to cash, working capital, funding and the balance sheet.
The objective is to make the evidence and unanswered questions visible. A well-presented score is only a starting point. Review the underlying answers, allocate responsibility and decide which gaps need records, analysis or specialist input.
Your industry changes the information that matters. The action plan includes an industry prompt covering the commercial and cash drivers relevant to your selection. It does not assume that an AI company, a retailer and a professional services firm should be judged using the same operating metrics.
Consult EFC can help agree the right scope, organise the inputs and build financial work around your intended decision. Fees, deliverables, information requirements and timing are agreed before work starts.
Explore Fundraising and Investor Readiness servicesAnswer three context questions, then 10 evidence questions. Each evidence answer receives 0, 1, 2 or 3 points with equal weight. The preparation score is the percentage of available points, rounded to a whole number. The CFO assessment reverses that score to describe reported gaps. These are transparent internal scoring rules, not externally validated benchmarks.
A preparation assessment, not a funding recommendation, eligibility decision or probability of raising capital.
Results are generated in your browser. This tool does not automatically submit your assessment answers. You can download the plan and choose whether to discuss it with Consult EFC. The website may separately collect ordinary visit analytics as explained in the privacy policy.
Yes. Complete the tool to see your result and action plan immediately. You can download a text copy without providing contact details. Booking a call or making a service enquiry is optional.
Download your action plan and book an introductory call using the link beside your result. You can also enquire through the relevant service page. We can discuss the evidence, your objectives and a suitable scope. No engagement begins automatically.
No. These tools are planning aids based on information you enter. Questionnaire scores use our stated internal rules, rather than external validation or market benchmarks. Discuss material decisions with appropriately qualified advisers.
Use it to identify questions and organise evidence, then review the findings in the context of your business. Missing evidence and genuine commercial risk are different issues. An assessment cannot establish either without further investigation.
Also available: Exit Readiness Tool.