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  • Oyster Investment Readiness (OA2)

    Stage 2: Investment readiness audit
  • This investment readiness audit is designed to provide an assessment of how close your product or service is to being ready for investment. The more information you can give us in this form, the easier it will be for us to determine where your business is well prepared and where any further input is required. Please also be as accurate as you can with your response, noting that where we ask if you have a report (e.g. market data) we will ask to see that data at some point in the process.

    There are 16 sections covering all the key areas an investor would want to know about your business. We estimate that it will probably take a maximum of 1 hour to fill the form in completely if you have all of the information to hand. You do not have to complete the whole form in one go - you can save it and come back to it as many times as you like before sending it to us. 

    Clicking ‘next’ at the end of each page takes you to the next page, clicking ‘save’ will save your submission so you can come back to it later. Saving is advised, which requires an easy registration with Jot Forms, You can use next and back to move between the pages and it will remember your answers as long as you’re still in the form, but we recommend you save as you go along.

    It may be useful for you to collect together key bits of information before you start. 

    • Your financial statements going back the last two years
    • Financial projections going forward for the next two years


    If you don't have the relevant information or cannot answer a particular question then you can either leave the question blank or select 'not applicable' as an answer. 

    Where a number is required, please complete in the currency you select on Page 1 of the audit and in the denomination of a million.

    Once you've completed the audit we will be in touch with you directly to discuss next steps. 

    If you have any questions about this form or need any help then please email contact@oystervp.com.

    Many thanks.

    The Oyster team.

  • Key contacts

  • Please enter the details of the person who completed this form. 

  •  - -
  • Please enter the contact details of the person who will be the primary contact within your organisation.

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  • Background to the business

  • Unmet need / problem

    If you have more than one innovation please tell us about your primary innovation here.
  • 0/600
  • Please suggest five keywords that accurately represent your product or service. Consider what keywords an investor might use to search for projects similar to yours. 

  • Market opportunity

  • 0/300
  • The solution: products and services

  • 0/600
  • 0/600
  • 0/600
  • Exit and implementation strategies

  • 0/600
  •  - -
  • The team

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  • Financial summary and assumptions

    Please give your best estimate in millions using the currency in which you primarily operate e.g. enter 10 to indicate 10 million
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  • Valuation, investment & use of funds

    Please give your best estimate in millions using the currency in which you primarily operate e.g. enter 10 to indicate 10 million
  • 1. Unmet need / problem

    An investor will seek to understand how deeply you are connected to the dynamics of the market you are seeking to serve.
  • 2. Market opportunity

    An investor will seek to understand how deeply you are aware of the wider market you seek to operate in.
  • 3. Competitive landscape

    An investor will seek to confirm that you clearly understand the competitive landscape.
  • 4. The solution - products and services

    An investor will seek a solution that demonstrates a well thought roadmap and has achieved appropriate milestones for your stage of business.
  • 5. Key features / USPs / healthcare economics

    An investor will seek a solution that demonstrates a clear market advantage that is protected in some form, preferably with a high barrier of replication.
  • 6. Business plan and forward roadmap

    An investor is seeking to understand your business model and the operational roadmap and milestones from investment to their exit.
  • 7. Team

    An investor expects an appropriate leadership team for the stage of company. Where future skillsets are required a clear roadmap of skills acquisition is required.
  • 8. Traction and pipeline

    An investor will seek an investment that has been pre-validated by alternative sources, preferable paying clients / organisations.
  • 9. Financial summary and assumptions

    An investor expects to see a suitable financial model that demonstrates positive cashflows within the short to medium term.
  • 10. Valuation, investment and use of funds

    An investor will seek a clear use of funds and to understand the potential return on their investment.
  • 11. Collateral

    An investor will seek to receive professional collateral as this reflects the professionalism of the team.
  • 12. Risk mitigation

    An investor will expect that risks have been considered, identified and mitigated for.
  • 13. Exit and implementation strategies

    An investor will seek to understand the aspirations of the existing investors as well as the route to exit.
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  • Summary of section scores

  • Should be Empty: