FOR BUSINESSES & STARTUPS
Need before productStart from the business objective, then select the work required. Evidence before claimsMaterials are prepared from information and assumptions that can be reviewed. Scope before priceNo invented pricing or automatic commitment before the scope is confirmed. CRM continuityValid requests are retained for operational follow-up and controlled quotation.
Does your business need capital, a strategic partner or a transition?
CHODAT INVEST helps clarify the need, prepare the right materials and identify the next practical step for working with investors, partners or buyers.
No complete dossier yet? You can start with the information you already have.
Institutional readiness framework
Beyond pitch-deck scoring: evidence, readiness and investor relevance.
The percentages below are assessment weights — not your company score. They show how much each dimension contributes to the CHODAT readiness framework and where founders should focus evidence-building effort.
Framework weighting
100% of the readiness model, explained at a glance.
Weight shows importance. Your actual readiness score is calculated separately from the quality and completeness of evidence submitted in the governed assessment.
Highest-weight signal 20%
Major signal 15%
Supporting signal 10%
Risk-control signal 5%
01
Major signalFramework weight 15%
Problem evidence
Is the problem material, observable and supported by current customer behavior?
Evidence to prepare
Customer interviews, quantified pain points, current workarounds, urgency or cost of inaction.
Pitch-deck slidesProblem · Why now
Common weaknessA broad problem statement with no proof that customers urgently need a solution.
02
Major signalFramework weight 15%
Customer and market evidence
Is the target customer specific, reachable and economically motivated to act?
Evidence to prepare
Defined ICP, buyer profile, market segmentation, reachable market logic and observable buying behavior.
Pitch-deck slidesMarket · Customer · GTM
Common weaknessA large TAM with no clear customer segment, buyer or route to market.
03
Major signalFramework weight 15%
Solution and differentiation
Is the proposed solution materially better than current alternatives?
Evidence to prepare
Product proof, workflow advantage, IP, switching logic, cost/time improvement or defensible capability.
Pitch-deck slidesSolution · Product · Competition
Common weaknessA feature list that does not explain why the solution wins against real alternatives.
04
Highest-weight signalFramework weight 20%
Product and traction
Is there repeatable evidence of adoption, customers, revenue or operating momentum?
Evidence to prepare
Pilots, active users, paid customers, recurring revenue, retention, repeat usage, pipeline conversion or operating momentum.
Pitch-deck slidesProduct · Traction · Metrics
Common weaknessA polished product story with no evidence of repeatable adoption or customer behavior.
05
Major signalFramework weight 15%
Revenue model and unit economics
Are pricing, margin and customer economics supported by usable inputs?
Evidence to prepare
Pricing model, gross margin logic, CAC/LTV inputs, contribution economics, sales cycle and revenue quality.
Pitch-deck slidesBusiness model · Economics
Common weaknessRevenue claims without pricing logic, margin evidence or a credible path to repeatable economics.
06
Supporting signalFramework weight 10%
Founder and execution capacity
Does the team demonstrate relevant operating capacity and execution evidence?
Evidence to prepare
Relevant domain experience, operating ownership, execution track record, key hires and capability gaps.
Pitch-deck slidesTeam · Execution
Common weaknessStrong biographies without evidence that the team can execute the next stage of the plan.
07
Risk-control signalFramework weight 5%
Capital plan and milestones
Is the funding ask explicitly linked to use of funds and measurable milestones?
Evidence to prepare
Funding amount, runway, use of funds, milestone plan, next financing logic and downside assumptions.
Pitch-deck slidesThe ask · Use of funds
Common weaknessA funding request that is not connected to measurable operating or transaction milestones.
08
Risk-control signalFramework weight 5%
Legal, regulatory and data readiness
Are material regulatory, legal and data risks identified before outreach?
Evidence to prepare
Entity status, cap table awareness, material contracts, IP/data ownership, licenses and known regulatory constraints.
Pitch-deck slidesRisks · Governance · Appendix
Common weaknessIgnoring legal, data or regulatory issues until diligence, when they become expensive transaction blockers.
Important: the bars/segments above are an illustrative presentation of the assessment framework, not a score for a real company. the percentages above are framework weights. Actual readiness and evidence confidence are calculated separately from the information and evidence supplied in each governed assessment.
Business journey
Choose my objective
No complete dossier yet? You can start with the information you already have.
Pathway for your objective
Raise growth capital
Clarify the capital requirement, strengthen the investment case and prepare for investor conversations.
Suitable whenFor startups and operating businesses preparing equity, strategic capital or growth financing.
Next steps
- Clarify the funding objective and milestones
- Review the information already available
- Prepare the investor-facing materials that are actually needed
- Define the investor profile and outreach sequence
Pathway for your objective
Find a strategic partner
Define what capability, market access or capital a partner should bring and prepare a credible partnership case.
Suitable whenFor businesses seeking distribution, technology, manufacturing, market-entry or strategic-capital partners.
Next steps
- Define the capability gap or strategic objective
- Describe the partner profile and mutual value
- Prepare a concise partnership brief
- Research and prioritize suitable counterparties
Pathway for your objective
Sell a business / transfer shares
Clarify the transfer objective, prepare the information buyers will request and structure the next M&A step.
Suitable whenFor shareholders considering a full sale, partial share transfer, strategic investment or succession transaction.
Next steps
- Clarify the desired transaction and decision authority
- Assess information and diligence readiness
- Prepare valuation scenarios and transaction materials
- Coordinate buyer discussions and transaction documentation
Pathway for your objective
Acquire a business / expand through M&A
Define acquisition criteria, screen targets and prepare for disciplined diligence and negotiation.
Suitable whenFor corporates, strategic buyers and investors using acquisitions to enter markets, add capabilities or consolidate.
Next steps
- Define the target profile and budget parameters
- Build and prioritize a target list
- Prepare screening and diligence questions
- Support valuation, negotiation and transaction coordination
Pathway for your objective
I only need a specific document
Select the deliverable you need without entering a long advisory journey.
Suitable whenFor businesses that already know the exact document or preparation task required.
Next steps
- Select the deliverable
- Share the information already available
- Confirm scope and missing inputs
- Receive a reviewed quotation before work starts
Pathway for your objective
I am not sure where to start
Share the situation you have now and let CHODAT propose a practical preparation path.
Suitable whenFor founders or owners who have an objective but are unsure which materials or advisory scope are appropriate.
Next steps
- Describe the objective and current stage
- Share what information already exists
- CHODAT reviews the gaps and likely path
- Scope is confirmed before any quotation is issued
Advisory services
Choose the work you need
Select one deliverable or several. If you are unsure, ask CHODAT to recommend an appropriate scope.
Fundraising documents
Diligence preparation
Valuation & negotiation preparation
Investor access & transaction support
Scope boundaryPreparation review is not an independent audit or valuation certificate. Legal, tax, accounting, valuation and representative work requiring a specialist is scoped to the actual provider and authority before execution.
Deliverable preview
What you may receive
Illustrative examples only. The final quotation defines files, language, review rounds, assumptions and specialist involvement.
Pitch Deck
Investor presentation structured around evidence, economics, milestones and the ask.
Valuation scenario analysis
Method and scenario analysis for decision support; not a valuation certificate.
Data Room checklist
Practical list of documents and questions to prepare before controlled disclosure.
Investor / buyer criteria
Define the profile, transaction fit and constraints before research or outreach.
Quote request
Request advisory & quotation
Submitting this request creates no payment obligation. CHODAT will confirm scope before issuing a quotation.