The SME CFO

Resources

Tools for founders who want to know their numbers.

Practical tools, checklists and frameworks to help you get investor-ready and put to work this week. Free, and built from real advisory engagements.

Scorecard

Investor Readiness Scorecard

A quick self-assessment that scores how ready your business is to raise, across the areas investors actually check. Get your score and your priorities in minutes.

More resources

Worksheet

Investor Readiness Worksheet

A focused one-page worksheet to work through the essentials before you raise. Rename this to match your worksheet and add the PDF in the editor.

Coming soon