Verdano / Readiness Cockpit
68
Readiness
68 / 100
MB
Investor-Readiness Cockpit

Verdano is 68% investor-ready

Carbon accounting for SMEs · Seed £1.5M. Your readiness map, drawn from 23 ingested sources and reviewed against Soar's rubric. Fix the gaps below to move toward publish.

✓
Evidence23 sources in
✓
Intelligence142 claims
3
Readiness68 / 100

Readiness map

7 categories · Soar Seed rubric v2
Team & founders5 claims · 100% sourced
82
Ready
Market & TAM11 claims · 1 in review
74
Ready
Product & tech18 claims · 94% sourced
70
Ready
Traction & revenue2 customer refs missing
58
Weak
Financials1 contradiction flagged
49
Weak
Legal & cap tableno signed cap table
35
Missing
Data room9 of 14 docs uploaded
61
Weak
68/100
Overall
▲ +12 since last advisor review
3
Ready
3
Weak
1
Missing
23
Sources ingested
142
Claims extracted
5
Open contradictions
89%
Claims source-backed

Guided repair - your next 5 actions

Auto-prioritised
1
Resolve MRR contradiction

Pitch deck states £42k MRR; financial model implies £34k. Confirm the correct figure so the investor profile is consistent.

Financials+9 pts
Review →
2
Upload signed cap table

No cap table on file. Required before the data room can be marked investor-ready.

Legal & cap table+11 pts
Upload →
3
Add 2 customer references or LOIs

Traction is evidenced by usage metrics only. Named references materially lift the score.

Traction+7 pts
Add →
4
Confirm 18-month use of funds

Use-of-funds split is AI-proposed and not yet founder-approved.

Financials+5 pts
Open model →
5
Provide founder vesting schedule

Investors expect vesting terms in the cap table section.

Legal & cap table+4 pts
Edit →

Publish gate

3 blockers

Investor-facing publication is locked until critical gaps clear and a Soar advisor approves.

Blocked Cap table missing
Blocked MRR contradiction open
Pending Advisor sign-off (7 in queue)

Pillar 2 · Investor Matching

Boundary defined for v1. When readiness is published, the canonical profile hands off to investor matching & engagement.

API contract definedMock handoff readyProduction phased
Intake & Evidence

Evidence & ingestion

Every investor-facing claim traces back to a source. Upload material once; the pipeline extracts claims, metrics, team, traction and risks, then flags anything that conflicts.

Contradiction flags

5 open
Monthly recurring revenue disagrees across sources
Pitch deck · p.7£42,000
≠
Financial model · Rev tab£34,180
Headcount: deck says 11, org chart lists 9

Extracted claims

142 total · showing recent
ClaimSourceConfidenceStatus
TAM £2.8B UK SME carbon reportingDeck p.1164%In review
37 paying SMEs, +14 MoMMetrics.xlsx91%Verified
Net revenue retention 112%Metrics.xlsx88%Verified
CTO ex-Stripe, 9 yrs infraTeam bios79%Verified
£42k MRR ⚑ conflictsDeck p.740%Conflict
18-month runway at current burnModel83%Verified

Add evidence

Drop decks, models, docs & links PDF · PPTX · XLSX · DOCX · URLs - up to 50MB
Verdano_SeriesSeed_Deck.pdfExtracting claims… 18 of 24 pages
Financial_Model_v4.xlsx✓ Normalised · 31 metrics
verdano.io✓ Crawled · product & pricing

Still needed

4 prompts
Signed cap table Critical
2 customer references / LOIs
Founder vesting schedule
Latest management accounts
Canonical Company Intelligence

Company profile

One canonical record, versioned, source-backed, and gated by approval state. AI proposes; founders and Soar advisors approve. Nothing reaches investors until it is published.

Approval states: Draft AI-proposed Soar-reviewed Founder-approved Investor-published

Company & market

One-linerPublished
Spend-based carbon accounting that turns SME bank & invoice data into audit-ready emissions reports.
Deck p.2verdano.io
Total addressable marketSoar-reviewed
£2.8B, UK SME mandatory carbon reporting by 2027.
AI proposed a revision

Deck claims £4.2B. Cross-checked against the market doc and ONS SME counts → suggest £2.8B as the defensible figure.

Competitive moatAI-proposed
Direct bank-feed ingestion + emissions-factor engine; 4-week head start on data network effects. Awaiting founder approval.
verdano.io/tech

Team & traction

FoundersFounder-approved
2 co-founders · CEO (ex-Deloitte sustainability), CTO (ex-Stripe, 9 yrs infra). 11 FTEs.
Team biosheadcount in review
TractionFounder-approved
37 paying SMEs · +14 MoM · NRR 112% · £34k MRR.
Metrics.xlsx
Funding askSoar-reviewed
£1.5M Seed · SAFE, £8M cap · 18-mo runway → 26-mo post-raise.
ModelDeck p.18
Key riskDraft
Regulatory timeline dependency, reporting mandate could slip beyond 2027. Mitigation narrative not yet written.
Financial Model · v1

Financial model workspace

Founder-editable assumptions, Soar-reviewed outputs. Runway, revenue build, use of funds, scenarios, valuation and investor returns for the investor profile.

Cash runway

Teal = actual · Periwinkle = projected post-raise
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
£34k
CURRENT MRR
£71k
MONTHLY BURN
26 mo
RUNWAY POST-RAISE

Milestones to next round

£34k MRR · 37 customersToday - Seed kickoff
£90k MRR · SOC 2 Type II+9 months
£150k MRR · 2 enterprise logos+15 months
Series A readiness · £200k MRR+18 months

5 year scenario view

Base case
MetricY1Y3Y5
Revenue£0.7M£4.8M£14.2M
Gross margin78%81%83%
EBITDA-£0.8M£0.4M£3.1M
Cash runway26 moSeries AProfitable

Use of funds

AI-proposed
£1.5MRaise
Product & eng40%
Go-to-market35%
Team20%
Ops & buffer5%
Needs founder approval

Split inferred from hiring plan + burn. Confirm to add +5 readiness points.

Assumptions

founder-editable
MoM growth rate
14%edit
Gross margin
78%edit
CAC payback
8 moedit
New hires (18 mo)
9edit
Target raise
£1.5Medit

Valuation and returns

investor view
Pre-money valuation£6.0M
Post-money valuation£7.5M
Seed investor ownership20.0%
Indicative MOIC at Series A2.4x
Soar review needed

Valuation range uses peer SaaS revenue multiples and current traction. Advisor can approve, adjust, or hide from investor preview.

Cap Table & Dilution · v1

Round impact preview

Founder, option pool, adviser and investor ownership modelled against the current Seed round. Built for Soar readiness, not standalone cap-table platform parity.

Ownership after Seed

AI-modelled
Founders 58% Seed 20% Options 15% Advisers 7%
HolderPrePost
Founders72.0%58.0%
Option pool10.0%15.0%
Seed investors0.0%20.0%
Advisers3.0%7.0%

Dilution checkpoints

1 blocker
Option pool expansion15% post-money option pool reflected in model
Ready
Founder vestingSchedule uploaded, advisor review pending
Review
Signed cap tableCurrent signed source document is still missing
Blocked

Round inputs

editable
Target raise£1.5M
Pre-money valuation£6.0M
Share classSeed Preferred
Option pool target15%

Investor return link

Model synced

Ownership and valuation assumptions feed the investor profile, deal terms and return preview.

Seed ownership20.0%
Series A valuation case£18.0M
Indicative Seed MOIC2.4x
Funding Roadmap & Deal Terms

Term workspace

Current round terms, use of funds, closing conditions and investor responses in one advisor-controlled workspace.

Seed round terms

Advisor draft
Instrument
Preferred equity

Seed Preferred with standard investor protections.

Raise target
£1.5M

Minimum close set at £900k.

Valuation
£6.0M pre

Market-standard range pending Soar approval.

Closing target
31 Oct 2026

Subject to legal pack and diligence completion.

Closing conditions

2 pending
Data room approvedInvestor profile and core files are Soar-approved
Ready
EIS/SEIS positionLegal-approved wording required before publication
Pending
Cap table evidenceSigned cap table blocks full publish
Pending

Investor actions

tracked
Viewed terms6
Counter terms2
Capital intent registered£650k
Passed1

Funding roadmap

Seed readinessProfile, data room, financial model and terms
Seed closeTarget £1.5M, October 2026
Series A preparationTarget £200k MRR and 2 enterprise logos
Investor Profile & Data Room

Investor-facing output

Generated from the approved canonical record, not a separate CMS. Documents sit behind access tiers, CTAs route investor intent, and every view is logged.

Soar-approved profile · draft v3

Verdano, audit-ready carbon for SMEs

Spend-based emissions accounting from bank & invoice data. Raising £1.5M Seed to reach Series A readiness.

£34kMRR
+14net new / mo
112%NRR
£2.8BTAM

Data room

9 of 14 documents · access-controlled
Company3 docs · Public
Pitch deck (v6)Generated from canonical profile
Public
One-pagerPDF · auto-exported
Public
Executive summaryGenerated · advisor-approved
Public
Financials4 docs · NDA
Financial model v4XLSX
NDA
Management accountsAwaiting upload
NDA
Legal & cap tableConfidential
Signed cap tableMissing - blocks publish
Confidential
Term sheet draftAdvisor draft
Confidential
EIS/SEIS checklistLegal-approved wording pending
Confidential

Engagement analytics

Last 14 days
14
Investor views
38
Document opens
8
CTA activations
6m 12s
Avg. dwell
Northstar VenturesRequested intro
Acre CapitalCountered terms
Harbour Seed£250k intent
2 anonymous viewersProfile only

Hand-off to Pillar 2

On publish, this profile + engagement signals pass to investor matching via the defined contract.

Contract: profile.v1Mock endpoint live
Investor Materials · v1

Template-driven generation

Teaser, executive summary, investor profile and deck outline generated from the approved canonical record, then held for Soar review.

Material set

4 generated
Teaser
1 page PDF

Problem, product, traction, raise and contact route.

Ready
Executive summary
2 page PDF

Source-backed company narrative with metrics and use of funds.

Advisor review
Short deck
10 slide outline

Generated slide plan for Soar-approved presentation templates.

Draft
Investor profile
Live page

Approved public view linked to tiered data-room access.

Ready

Generation pipeline

DonePull approved facts

Uses only fields approved in the company profile and financial model.

ReviewApply Soar templates

Template choices and house wording need Soar sign-off before SOW lock.

NextExport PDF/PPT

Exports are produced from the agreed templates and marked with approval state.

Source coverage

before publish
Claims with source refs42 / 47
Financial claims approved13 / 15
Risk statements approved6 / 6
Template gaps2
Publish gate

Investor materials cannot be exposed until Soar approves the generated copy and source coverage.

Legal, Tax & Filing Workflow

Checklist and handoff control

Guided fields, document placeholders, status tracking and advisor handoff for EIS, SEIS, EMI, s431, SH01, Companies House and HMRC.

Workflow status

Legal wording pending
Companies House profileCompany number, officers, PSC and filing links captured
Ready
EIS / SEIS positionFounders supplied draft wording, legal approval pending
Pending
EMI and s431Option scheme evidence requested from founder
Requested
SH01 / allotment docsPlaceholder created for post-close upload
Later

Document placeholders

access-controlled
EIS/SEIS assurance noteLegal-approved wording required
Confidential
EMI option scheme evidenceFounder upload requested
Confidential
Companies House filing packGenerated checklist only
Confidential

Responsibility boundary

v1
IncludedWorkflow capture

Fields, status, checklist, document slots, source links and audit trail.

IncludedAdvisor handoff

Soar can route items to legal, founder or internal review.

BoundaryNo automated filing

V1 does not file with government services or provide legal advice.

Audit events

AI proposed EIS checklist from founder answers
Requested EMI scheme evidence from founder
Linked Companies House profile
Approved Legal workflow fields for data room
Soar Approval Workflow

Advisor review queue

Soar stays in the loop on everything investor-facing. Approve, override or comment without leaving the workspace, and nothing AI-generated ships until you sign off.

Guardrail active

3 items must be approved and 2 contradictions resolved before Verdano's investor profile can be published.

AI proposal · Market

Revise TAM £4.2B → £2.8B

Needs decision

Conflicting market sizing. AI recommends the defensible figure with two supporting sources.

Deck p.11Market_sizing.pdfconfidence 64%
Readiness · Traction

Mark Traction as “Weak” until references added

Recommendation

Usage metrics are strong but no named customer references on file. AI recommends holding Traction at 58.

Publication · Investor profile

Publish request, Verdano profile v3

Blocked

Founder requested publication. Blocked by missing cap table and the open MRR contradiction.

Financial · Assumption

Approve 14% MoM growth assumption

Verified

Derived from 4 months of metrics. Within plausible range for the cohort.

Audit trail

immutable
Published One-liner to investor profile · M. Bines
Approved Traction figures · Founder (A. Zadeh)
AI proposed TAM revision £4.2B→£2.8B
Override Headcount flagged for review · M. Bines
AI extracted 31 metrics from model v4
Access Acre Capital opened pitch deck

Queue summary

AI proposals3
Readiness recs2
Publish requests1
Financial assumptions1
Advisor SLAwithin 24h
MOCKUP · sample data