
Clarity and confidence before the conversation
A credible, structured assessment for founder-led and scaling SMEs

In just a few minutes, the Investment Readiness Scorecard gives you a clear, honest view of how your business would stand up to scrutiny from a lender, investor, or buyer. Answer a handful of practical questions and receive personalised feedback on your strengths, your gaps, and the first step to improve your readiness. Designed by Mettryx, experts in simplifying the numbers and enabling confident, sustainable growth, this scorecard covers eight essential dimensions that shape funding decisions and business value. Over 85% of businesses we review have avoidable weaknesses in financial control, planning, or due diligence that impact their investability.
Use this free, practical diagnostic to reduce stress, uncover risks, and know where you stand - before you enter a high-stakes conversation. Suitable for owners and leadership teams preparing for funding, succession, or exit decisions.
What you'll be scored on

Leadership and owner-independence
How well your business operates beyond its owners, with clear leadership structure and succession resilience.

Forecasts and financial control
The quality and reliability of your financial planning, reporting, and controls.

Quality of revenue
Strength, diversity, and predictability of your revenue streams under scrutiny.

Unit economics and self-funding
Clarity and health of your core business model, margins, and ability to self-fund growth.

Clean numbers and compliance
Accuracy of your financials and your readiness for standard compliance checks.

Growth plan and market
Robustness of your growth strategy, planning, and understanding of your market opportunity.

Governance and due-diligence readiness
Preparedness for external due diligence, including governance, records, and transparency.

Capital plan and use of funds
Clarity on your capital needs, funding rationale, and planned use of any investment.
Find your honest starting point
