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📊 Assessment Template

Free Startup Investment Readiness Assessment Form Template

Evaluate your startup's fundability across 5 key dimensions with an interactive AI form. Upon completion, a personalized PDF fundability report is automatically generated — printable for professional delivery, with an embedded QR code that lets founders chat with an AI consultant about their pitch strategy.

5 Dimensions
~10 min
AI PDF Report
AI Consultant
Live Preview
Sample Report — Fundability Score
TeamMarketProductTractionMoat 7280554045
58/ 100
Overall Fundability Score

Quick answer

Free startup investment readiness assessment template for VCs and accelerators — team, market, product, traction, moat; printable AI report.

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Live Preview

This is the actual running assessment — not a screenshot. Try it yourself.

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Loading startup assessment form...
This is the actual startup assessment form founders will see. Complete it to automatically generate a personalized, printable PDF fundability report.
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Loading AI report preview...
Sample AI report with Fundability Score, pitch tear-down, and investor Q&A prep. Printable for professional delivery. Each PDF includes a QR code to start an AI consultant chat.
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Loading AI consultant preview...
AI consultant trained on startup fundraising and venture capital. Scan the QR code on your PDF report to practice your pitch and discuss fundability.
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What's Included

Everything you need to run a professional startup investment readiness assessment.

1

Interactive Fundability Assessment Form

5-dimension assessment — Team, Market, Product, Traction, and Moat. Includes elevator pitch, traction metrics, and competitive advantage evaluation. Upon completion, a personalized PDF fundability report is automatically generated.

2

Printable PDF Fundability Report

Professional, print-ready PDF with Fundability Score, radar chart across 5 dimensions, AI-powered pitch tear-down identifying logic gaps, and predicted investor Q&A with suggested answers. Designed for pitch prep sessions. Each PDF includes a QR code.

3

AI Consultant via QR Code

Each PDF report embeds a unique QR code. Scan it with any phone camera to instantly open an AI consultant chat — practice your pitch, explore moat strategies, and get personalized fundraising advice on demand.

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Who Is This For

Pick your role — see how the template fits your workflow.

1

VC Associates & Analysts

Screen deals faster with structured fundability assessments. Workflow: Copy template → Customize for your investment thesis → Send to founders → Score and rank deals automatically.

2

Accelerator Programs

Use as an application assessment tool for cohort selection. Workflow: Import template → Align with program criteria → Share with applicants → Build customized support plans from results.

3

Startup Founders

Self-assess your investment readiness before pitching. Workflow: Complete the assessment → Get personalized PDF fundability report → Scan QR code for AI pitch coaching → Fix gaps before your next investor meeting.

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Sample Questions Inside

A preview of real questions from this template — the full version adds scoring logic, branching and a personalized report per respondent.

  1. What does the last quarter's revenue trajectory look like? (choice)
  2. Is gross margin improving, flat, or under pressure? (trend choice)
  3. Do you know your CAC and LTV with confidence? (yes / roughly / no)
  4. What is net revenue retention right now? (percentage)
  5. Is the cap table clean and documented? (yes / issues / unknown)
  6. Rate founder-market fit evidence you can show. (1-5)
  7. Is there a written 18-month use-of-funds plan? (yes / draft / no)
  8. Is a diligence data room ready to open? (yes / partial / no)
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Frequently Asked Questions

What is a Startup Investment Readiness Assessment?
A Startup Investment Readiness Assessment evaluates an early-stage startup's fundability across key dimensions like team strength, market opportunity, product maturity, traction, and competitive moat. It helps founders identify gaps before pitching and helps investors screen deals more efficiently.
How long does it take to complete the startup assessment form?
The Startup Investment Readiness Assessment form typically takes 10-12 minutes to complete. It covers 5 fundability dimensions with questions about your pitch, market, traction, and team. Upon completion, a personalized PDF fundability report is automatically generated.
Can I customize this startup assessment form template for my accelerator?
Yes. Click "Use This Template" to copy the full assessment into your FormLM workspace. You can then customize dimensions, questions, scoring weights, and report content to match your investment thesis and accelerator program criteria.
What does the AI report include?
The AI report includes a Fundability Score, radar chart across 5 dimensions, pitch tear-down, and predicted investor Q&A. Reports are auto-generated as personalized, printable PDFs — designed for professional delivery. Each PDF includes a QR code that links directly to an AI consultant chat.
What is the QR code on the PDF report for?
The QR code on each PDF report links to an AI consultant chat. Scan it with any phone camera to start a conversation about your investment readiness — practice your pitch, explore moat strategies, and get personalized fundraising advice. No login or app required.
How is this different from Crunchbase or AngelList startup assessments?
Unlike Crunchbase or AngelList that provide market data and deal flow platforms, this template actively assesses a startup's fundability through structured questions and generates personalized, printable PDF fundability reports with pitch tear-downs. It embeds a QR code in each PDF that links to an AI consultant chat for pitch practice and fundraising coaching. Data platforms show you the market; FormLM helps you become fundable.

Start Your Investment Readiness Assessment Today

Copy the Startup Investment Readiness Assessment into your workspace, customize it for your investment thesis, and share it with founders. Free to start.