Equity Crowdfunding Readiness Quiz

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How to take this quiz

Answer the 12 multiple-choice questions below.

For each question, choose one option — A, B, C, or D — that best describes your current situation.

Click Submit (or, if you’re using a printable version, email the completed form to us).

You will receive your personalized Equity Crowdfunding Readiness Report within 5 business days.

Disclaimer: This quiz is for informational purposes only and does not constitute legal or investment advice.
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Name* This field is required.
First Name
Last Name
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Company Name* This field is required.
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Website* This field is required.Enter N/A for no website
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Email* This field is required.Please make sure your email is correct to receive your report results.
example@example.com
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What’s your current operating level?* This field is required.Business Stage & Revenue
A Still developing, no sales yet
B Recently launched; first paying customers (< $10 k/month)
C Growing steadily with consistent revenue ($10 k – $50 k/month)
D Established business with strong revenue (> $50 k/month)
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Which best describes your progress to date?* This field is required.Traction & Milestones
A MVP in development, no major milestones
B Working product plus early customer validation
C Clear growth metrics (users, revenue, partnerships g)
D Strong traction: major clients, awards, or rapid growth achieved
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How prepared are your financial statements?* This field is required.Financial Documentation
A Basic records only, no formal projections
B Current financials with rough 1-year projections
C Professional financials with detailed 3-year ctions
D CPA-prepared statements and comprehensive financial model
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If no new capital arrives, how long can you operate?* This field is required.Cash Runway
A Less than 1 month
B 1 – 3 months
C 3 – 6 months
D More than 6 months
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How detailed is your funding plan?* This field is required.Use-of-Funds Clarity
A General idea, not yet itemised
B Basic breakdown of major expense categories
C Detailed budget with specific allocations and timelines
D Comprehensive plan with milestones tied to each funding phase
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Where do you stand legally?* This field is required.Legal & Compliance Readiness
A Basic incorporation, limited regulatory knowledge
B Properly registered, learning SEC requirements
C Licences/permits secured, understand compliance basics
D Full legal structure with securities-attorney guidance
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How robust is your team for a raise?* This field is required.Team Strength & Bandwidth
A Solo founder (or freelancers/advisors only)
B Founder plus 1-2 part-time team members
C Core team of 3-4 full-time members with complementary skills
D Complete management team with proven industry experience
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How well is the opportunity proven?* This field is required.Market Validation & Position
A Concept stage; limited research
B Informal validation via customer conversations
C Formal research with clear target-audience data
D Proven product-market fit with strong competitive advantage
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What is your current community size?* This field is required.Audience Reach & Engagement
A < 500 followers/contacts, limited engagement
B 500 – 5 000 engaged followers/email subscribers
C 5 000 – 25 000 active followers/subscribers
D > 25 000 highly engaged audience members
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Which assets are already complete?* This field is required.Campaign Materials Readiness
A Basic business plan or executive summary only
B Business plan plus pitch deck
C Above plus professional website and financial projections
D Full package: video, pitch deck, website, due-diligence docs
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How much have you earmarked to promote the raise?* This field is required.Marketing Budget Committed
A None yet
B Less than $5 000
C $5 000 – $25 000
D More than $25 000 committed and allocated
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How much do you plan to raise?* This field is required.Funding Goal
A < $250,000
B $250,000 – $500,000
C $500,000 – $1,500,000
D > $1,500,000
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Thank you for completing the quiz.
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Score
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