Self-assessment

Operational Readiness Check

12 diagnostic questions across four dimensions: Financial Architecture, Operational Friction, Market Positioning, Governance Maturity. Directional signal — not a substitute for the full 48-metric instrument.

1. 01Can your leadership team state current gross margin, EBITDA margin, and months of runway without pulling spreadsheets?

   NoRarelyMostlyYes

2. 02Do you maintain a current cap table with a defensible 409A valuation completed in the last 12 months?

   NoRarelyMostlyYes

3. 03Is your operating expense structure mapped to specific revenue drivers, or does it grow linearly with headcount?

   NoRarelyMostlyYes

4. 04Are your top five revenue-generating processes documented with defined swim lanes, owners, and cycle time metrics?

   NoRarelyMostlyYes

5. 05Do you have a defined north star metric that the entire leadership team can articulate from memory?

   NoRarelyMostlyYes

6. 06Can your leadership name the top three scaling bottlenecks in order of EBITDA impact with estimated dollar values?

   NoRarelyMostlyYes

7. 07Can you name your top three competitors and state where you win, where you lose, and the specific reason for each?

   NoRarelyMostlyYes

8. 08Is your customer acquisition cost measured per channel with payback period calculated for each segment?

   NoRarelyMostlyYes

9. 09Have you validated that your addressable market segment is growing and your win rate is stable or improving?

   NoRarelyMostlyYes

10. 10Does your board receive a structured management package at least monthly with scored KPI dashboards?

    NoRarelyMostlyYes

11. 11Are your equity grants documented with 409A-compliant valuations and IRS Section 409A deferred compensation rules met?

    NoRarelyMostlyYes

12. 12Do you have a documented compliance framework covering SOX controls, FCPA exposure, or industry-specific regulatory obligations?

    NoRarelyMostlyYes