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Why Investment Readiness Can Make or Break Fundraising ?

Approaching investors without preparation is like appearing for an exam without studying. You might have a great business—but if your documents, numbers, and narrative don’t align, investors won’t bite.

MergerDomo helps Indian SMEs like yours understand what investors look for—and what’s missing. Our Investment Readiness Assessment gives you a structured review of your business from an investor’s lens, so you can confidently raise funds with fewer rejections and better terms.

Key Benefits of Our Investment Readiness Assessment

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Objective Fundraising Readiness Score

Understand where you stand across financials, compliance, business model, team, and market positioning.

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Gap Identification & Action Plan

Get a checklist of red flags or weak areas to fix before you approach investors.

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Investor-Aligned Pitch Narrative

Align your story, numbers, and strategy to what matters to institutional or angel investors.

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Financial & Compliance Health Check

Ensure your financials, cap table, and legal docs won’t raise red flags in due diligence.

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Valuation Clarity

Get a realistic view of your company’s current valuation and how to justify it.

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Fundraising Strategy Support

Know what type of investors you should target and how to tailor your outreach.

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Data Room Guidance

Learn what documents to include in your investor data room and how to organize them.

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Pitch & Deck Feedback

Optional feedback on your existing pitch deck or help building one from scratch.

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SME-Tailored Approach

We understand the unique needs, constraints, and potential of Indian SMEs.

Our Assessment Process

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Quick Discovery Call

We understand your fundraising goals, current challenges, and investor type (angel, VC, PE, etc.).

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Business & Document Review

We review your financials, business model, traction, compliance, and existing investor pitch if any.

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Scoring & Gap Analysis

We assign a readiness score across 7–8 key categories and identify gaps.

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Custom Roadmap

You receive a readiness improvement plan, including timelines, templates, and support options.

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(Optional) Execution Support

We can assist in fixing the gaps—whether it’s building a forecast model, creating a data room, or refining your pitch.

Why Choose MergerDomo?

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Deep M&A & Fundraising Experience

Our team includes ex-investment bankers, consultants, and startup advisors.

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SME-Aligned Guidance

We tailor advice for resource-conscious businesses, not just startups or corporates.

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Cross-Functional Expertise

Financial, legal, compliance, strategy—all under one roof.

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Track Record Across 20+ Sectors

We know how to position your business for different industries.

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End-to-End Fundraising Support

We don’t just assess—we help you raise.

Get Started with Investment Readiness

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Step 1

Request your free readiness review
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Step 2

Share basic financial and business details
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Step 3

Receive a scorecard + expert roadmap

Frequently Asked Questions

An Investment Readiness Assessment is a structured review of your business to evaluate how prepared it is to raise external funding. MergerDomo offers this service to help Indian SMEs align their financials, compliance, and investor pitch with what investors expect.

Investment readiness ensures your financial documents, compliance, and business story are in order. Without it, investors are likely to reject your proposal. It increases your chances of raising funds faster and on better terms.

The process includes a discovery call, business document review, scoring & gap analysis, and a customized roadmap. Optional execution support is also available to fix identified gaps.

MergerDomo scores your business across 7–8 key areas, including financials, traction, business model, legal compliance, and investor pitch quality.

You receive a custom improvement plan with timelines, templates, and support options. Their experts can help refine your pitch deck, create financial models, and prepare your data room.

Their cross-functional team includes ex-investment bankers, consultants, and domain experts offering deep expertise in M&A, compliance, strategy, and finance—delivered from an SME-friendly lens.

Yes, as part of their optional execution support, MergerDomo can help you create or refine key investor documents such as pitch decks, financial projections, and business plans to ensure they meet investor expectations.

Absolutely. MergerDomo provides end-to-end fundraising support, from assessing readiness to helping you connect with relevant investors, negotiating terms, and closing the deal.

Yes. While the assessment is particularly useful for equity fundraising, it also strengthens your financial and compliance foundation—helpful when approaching banks, NBFCs, or debt investors.

MergerDomo has experience across 20+ sectors, including manufacturing, healthcare, SaaS, consumer products, fintech, and more—making its assessment adaptable to multiple business verticals.