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.
企业需求路径
选择我的需求
资料还不完整？可以从现有信息开始。
需求路径
增长融资
明确融资需求，强化投资逻辑，并为与投资人的专业沟通做好准备。
适合以下情况适合准备股权融资、战略资本或增长资金的初创企业和成熟企业。
下一步
- 明确融资目标和里程碑
- 审查现有资料
- 准备投资人真正需要的材料
- 定义投资人画像和接触顺序
需求路径
寻找战略合作伙伴
明确合作伙伴应带来的能力、市场资源或资本，并形成可信的合作方案。
适合以下情况适合寻找渠道、技术、制造、市场进入或战略资本伙伴的企业。
下一步
- 明确合作目标和资源缺口
- 定义合作伙伴画像与双方价值
- 准备简明合作资料
- 研究并筛选合适的合作方
需求路径
出售企业 / 股权转让
明确转让目标，准备买方会要求的信息，并规划下一步并购流程。
适合以下情况适合考虑整体出售、部分股权转让、引入战略投资者或传承交易的股东。
下一步
- 明确交易方案和决策权限
- 评估资料与尽调准备度
- 准备估值情景和交易材料
- 协调买方沟通与交易文件
需求路径
收购企业 / 通过并购扩张
定义收购标准，筛选目标，并为严谨的尽调、估值和谈判做好准备。
适合以下情况适合通过并购进入市场、补充能力或整合行业的企业、战略买方和投资者。
下一步
- 定义目标画像和预算框架
- 建立并排序目标名单
- 准备筛选和尽调问题
- 支持估值、谈判和交易协调
需求路径
我只需要一套具体材料
直接选择需要交付的材料，无需进入冗长的顾问流程。
适合以下情况适合已经明确需要路演材料、Teaser、财务模型或资料清单的企业。
下一步
- 选择交付物
- 提供已有信息
- 确认范围和缺失资料
- 在开始前收到经审核的报价
需求路径
我还不知道从哪里开始
说明目前情况，让 CHODAT 根据需求提出务实的准备路径。
适合以下情况适合已有目标但不确定应准备哪些材料或需要何种顾问范围的创始人和企业主。
下一步
- 说明目标和当前阶段
- 提供已有信息
- CHODAT 审查缺口和可行路径
- 报价前先确认服务范围
顾问服务
选择需要的支持
可选择单项交付或多项工作；如不确定，可让 CHODAT 提出合适范围。
融资材料
尽调准备
估值与谈判准备
投资人接触与交易支持
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.
交付成果示例
可能获得的成果
以下仅为示例。正式报价将明确交付文件、语言、修改轮次、关键假设及专业机构参与范围。
融资路演材料
围绕证据、商业模式、里程碑和融资需求构建的投资演示。
估值情景分析
用于决策支持的估值方法和情景分析，不构成估值证书。
Data Room 资料清单
在受控披露前准备的文件与问题清单。
投资人 / 买方标准
在研究或接触前定义画像、交易匹配度与限制。
顾问与报价申请
申请顾问与报价
提交需求不会产生付款义务。CHODAT 会先确认服务范围，再发送报价。