Investment Readiness Checklist

Use this checklist to prepare your enterprise for the Investment Readiness Check (outlined in Module 6 of Business Impact Accelerator©).

Once you complete this review, your enterprise will be able to advertise its high-quality 3X-in-10™ Revenue Sharing Offer to women and HeForShe investors in our 10X Impact Forum and on your crowdfund investment platform-of-choice.

Required Deliverables and Review Questions:

Verified Check Report

  • Were any issues identified in the Verified Check Report from CrowdCheck that would make prospective investors or securities regulators doubt the integrity or trustworthiness of this team or enterprise?

You will find information about the CrowdCheck Verified Check Report in Module 6 of Business Impact Accelerator©. Look for the first Activity titled Build Investor Trust and Confidence.


Financial Statements Review or Audit

  • Did the financial statements review or audit raise any issues that would concern prospective investors, tax authorities, or securities regulators?

You will find information about the Financial Statements Review or Audit in Module 6 of Business Impact Accelerator. Look for the first Activity titled Build Investor Trust and Confidence.


Sustainable 10X Impact Business Plan

  • Did this business or social enterprise address all questions in the Business Plan Checklist and submit a high-quality Sustainable 10X Impact Business Plan?

Reference the Business Plan Checklist in the BIA Library for details. You can also reference Module 3 of Business Impact Accelerator for additional information.


Governance Documents Review

  • Are the governance documents of this enterprise sufficient to protect the long-term interests of investors and stakeholders?

You will find information about the Governance Documents Review in Module 6 of Business Impact Accelerator. Look for the second Activity titled Protect Investors and Stakeholders.


3X-in-10™ Offer Review

  • Are the 3X-in-10™ Revenue Sharing Offering documents properly structured and legally binding?

You will find information about the 3X-in-10™ Revenue Sharing Promissory Note and Note Subscription Agreement in Modules 3 and 6 of Business Impact Accelerator. In Module 6, look for the second Activity titled Protect Investors and Stakeholders. Also, check the BIA Library learning program for the two 3X-in-10™ Revenue Sharing Offer templates created by CrowdCheck Law.


SEC Form C Review

  • Did the Form C disclosure conform to all SEC requirements under the Regulation Crowdfunding exemption?

You will find information about the SEC Form C Review in Module 6 of Business Impact Accelerator. Look for the second activity titled Protect Investors and Stakeholders.


Investor Pitch Deck and Profile Review

  • Are promotional materials complaint with SEC requirements and do they clearly direct all prospective investors to an approved crowdfund investment platform?

You will information about the Investor Pitch Deck and Profile Review in Module 6 of Business Impact Accelerator. Look for the third Activity titled Promote 3X-in-10™ Revenue Sharing Offer. 


Investment Readiness Check

  • Is this enterprise ready to promote their 3X-in-10™ Revenue Sharing Offer to women and HeForShe investors?

You will find information about the Investment Readiness Check in Module 6 of Business Impact Accelerator©. Look for the fourth Activity titled Confirm Investment Readiness.

Published by Mark Livingston

Mark Livingston is President of The Social Impact Foundation and creator/author of the WIIN Learning Platform. He is also a Certified Pickleball Coach and Teaching Professional at Coach Mark LLC (www.coach-mark.com).

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