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Most founders perfect the pitch deck. Investors dig into your operations. This checklist shows you exactly what they find before you walk into the room.
Is your startup investor ready on the inside?
$15
One-time · Instant PDF download
✓ 25 checkpoints · ✓ 5 key sections · ✓ Score your gaps instantly
INSIDE THE CHECKLIST
Investor Readiness Operations Checklist
01 · Processes & Documentation
◻️ Core processes documented as SOPs
◻️ Client onboarding fully documented
◻️ SOPs stored in a central location
02 · Team Structure & Accountability
◻️ Current, accurate org chart exists
◻️ Decision-making authority defined
+ 3 more sections · 25 checkpoints total
THE PROBLEM
Your pitch is
polished.
Your operations?
Investors don't just fund ideas. They fund execution. And execution lives in your operations — your processes, your team structure, your financial discipline, your systems.
Most founders find out they have operational gaps at the worst possible moment: during due diligence, when an investor is already in the room.
Everything lives in the founder's head. No documented processes, no SOPs. Nothing that could run without you in it.
Finances are reactive, not strategic. You know the numbers exist but explaining unit economics takes 20 minutes of context.
Team structure is fuzzy. Roles overlap, accountability is unclear, and key person risk is very, very real.
The tech stack is a graveyard. Tools everywhere, data nowhere central, manual processes that should have been automated two years ago.
WHAT’S INSIDE?
25 checkpoints.
5 sections investors actually scrutinise.
SECTION 01
Processes & Documentation
Core business processes documented as SOPs
Client onboarding process fully written down
Off-boarding process documented
SOPs stored centrally and accessible
Processes reviewed and updated regularly
SECTION 03
Financial Visibility & Controls
Books clean, current and reconciled monthly
Unit economics explainable without context
Cash flow forecast for minimum 6 months
Consistent, standardised financial reporting
Documented financial controls and policies
SECTION 02
Team Structure & Accountability
Current, accurate org chart exists
Written job descriptions for every role
Decision-making authority clearly defined
Performance management framework in place
Key person risk identified and mitigated
SECTION 04
Technology & Systems
Tech stack is fit for purpose and documented
Data centralised and accessible
CRM in place and actively used
Key processes automated where possible
Basic cybersecurity and data policies exist
SECTION 05
Repeatability & Scalability
Sales process documented and repeatable
Client delivery consistent regardless of who does it
KPIs defined and tracked
New hire onboarding takes under 2 weeks
Business can operate 2 weeks without the founder
IS THIS FOR YOU?
Built for founders who are serious about investment.
✓ This is for you if you are…
✓ A startup founder preparing to raise funding in the next 6–18 months
✓ A small business owner who wants to understand where operational gaps exist
✓ A founder who suspects their operations can't hold up to outside scrutiny
✓ Someone who wants a clear, honest picture of where to focus first
✓ A founder who knows they need to build infrastructure but isn't sure where to start
✗ This is not for you if you are…
✗ An established enterprise with a full operations team already in place
✗ Someone looking for a financial model or pitch deck template
✗ Not planning to raise investment or scale your business in the near future
YOUR SCORE
Know exactly where you stand.
Every section includes a score tracker. Add them up and your result tells you clearly what to do next.
20-25 ticks
Investor Ready ✓
Your operations are in strong shape. You've built real infrastructure. Focus on polishing your documentation and making it accessible to an outside party.
10-19 ticks
Getting There →
Solid foundations but meaningful gaps that could slow a funding process. Prioritise the sections where you scored lowest — these are your highest-leverage areas for the next 60–90 days.
0-9 ticks
Foundations First ◎
Your operations need significant work before you're ready for investment conversations. That's not a failure — it's a roadmap. Every item on this checklist is buildable.
CREATED BY
Kait Keet,
Fractional COO
“
Kait is an operations whizz, with a knack for making complex business processes and tech feel 100x simpler. If you need a second brain to help you with your business, she's definitely the one to hire.
Lauren Chowles · sunday client
Kait is the founder of sunday: a fractional operational support practice for startups and small businesses operating globally. She has worked with dozens of founders across industries, helping them get organised, get investor ready, and build businesses that scale sustainably.
This checklist is built from the exact framework Kait uses when she onboards a new client preparing for investment. It's not theoretical. Every checkpoint on it is something an investor has looked for — or a founder has been caught out by.
Trusted by founders, globally
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Your website is your shop front, your own piece of real estate on the internet that you own. Thank you, Kait, for creating the most beautiful site for me that really reflects my values and what my business stands for.
Marisa Guthrie
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Kait doesn't just bring efficiency, but also a deeper strategic understanding of the needs of a business. She helped me create visual workflows and practical processes that allowed me to scale and onboard a VA with very little hand-holding. Her creativity is a huge plus!
Jen Bulkowski
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As a first time small business owner with big ideas and a lot to learn, Kait was exactly what I needed when I felt overwhelmed. Not only is she extremely organised, efficient and knowledgeable, she is also very encouraging and intuitive with how she handles things. She really does have a special ability to take things from "in my head" to a working system that is suitable to your abilities and needs. I really felt like Kait provided me with custom care for what I needed, and I finally feel confident and excited about my business again!
Cat Kendrick
Your questions, answered
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A beautifully designed, 7-page PDF checklist covering 25 operational checkpoints across 5 sections. Each section includes a score tracker and the final page tells you what your total score means — and what to do next. Instant download on purchase.
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Beyond the pitch deck and financials, investors scrutinise whether your business can run without you, whether your processes are documented and repeatable, whether your team structure is clear, and whether your data and technology are fit for purpose. This checklist covers all five areas they look at.
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Most founders complete the checklist in 10–20 minutes. The real time investment comes after — when you use your score to prioritise what to build next.
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Every gap you find is fixable. If you'd like hands-on support building out your operational infrastructure — processes, systems, team structure, and investor readiness — that's exactly what Kait does at sunday. Book a free intro call to talk through where to start.
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No — the five areas in this checklist are the foundations of any well-run business, regardless of whether you're raising. Many founders use it as a general operational health check, even if investment is 12–18 months away.
GET THE CHECKLIST
Know where your gaps are.
Before they do.
25 checkpoints. 5 sections. One clear picture of where your business stands operationally, and exactly what to fix before you talk to investors.
$15
One-time purchase
Instant PDF download
No scubscription
Instant access · PDF format · Created by a Fractional COO
If you'd like hands-on operational support to actually close your gaps, Kait works with founders one-to-one through sunday.