Enterprise Funding Readiness Inventory Checklist

☐ Written Vision and Mission Statement Drafts

☐ Target Market Penetration Goals Set 

☐ Revenue Projections Drafted for 3- 5 years

☐ Income Statement Projections for 3- 5 years

☐ Balance Sheet Projections for 3- 5 years

☐ Cash Flow Statement Projections for 3- 5 years

☐ Material Assumptions List Drafted

☐ Material Assumptions List Validated

☐ Financial Statement Projections Reconciled 

☐ Return-on-Assets (ROA) Analysis

☐ Expense Drivers Analyzed

☐ Turnovers Analyzed

☐ At-a-glance Business Case Visuals Prepared

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