Simon Sacerdoti Fractional CFO

Free self-assessment

Capital Event Readiness Scorecard

Twelve statements, three minutes. Answer honestly: the point is to find the gaps before a buyer, lender or investor does. Your answers stay in your browser and are not sent anywhere.

Metrics

ARR, NRR and churn have written definitions that finance owns.

Your board pack and a data room would show the same NRR.

You can produce revenue cohorts by month of acquisition within a day.

Equity story and model

Your forecast reconciles to your historical actuals and to your ARR model.

You can explain in one paragraph why the business is worth what you are asking.

You know the three questions a buyer or investor will push hardest on.

Diligence

Contracts, cap table and IP ownership are in order and in one place.

Monthly accounts close within ten working days, with no open audit points.

Debtor days are under control, with DSO below 60.

Lenders and board

Covenant headroom is forecast for the next twelve months.

Your lenders and investors hear bad news from you before they see it in the numbers.

The board agrees what success looks like after completion, not just at it.

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