CMG

Success Quotient™ Assessment

The professional diagnostic that reveals exactly where you stand before approaching investors

Success Quotient™ Assessment

$497

One-time investment

PAY $497 & BEGIN ASSESSMENT

Why the Success Quotient Exists

Most companies waste months (and significant capital) chasing Angel investors and Venture Capital before they are actually ready. The Success Quotient is a structured diagnostic that forces clarity on the exact issues that will stop investors from writing a check.

This is not a free form. It is a professional intake and evaluation process designed to identify strengths, weaknesses, and readiness gaps before you go to market.

What You Receive for $497:

Important: The $497 is for the assessment and review process. It does not include preparation of a Private Placement Memorandum or active investor outreach. Those services are quoted separately after the SQ is completed.

After payment is confirmed, you will receive access instructions to complete the full questionnaire.

Investor Due Diligence Checklist

Serious investors will examine the following areas. Being prepared in these categories dramatically increases your chances of a successful raise.

Company & Legal

  • Certificate of Incorporation / Articles of Organization
  • Bylaws or Operating Agreement
  • Cap Table
  • Material contracts
  • Intellectual property documentation
  • Outstanding litigation or disputes

Financial

  • Historical financial statements
  • Year-to-date financials
  • Detailed financial projections
  • Cash flow and burn rate analysis
  • Debt schedule

Team, Market & Strategy

  • Management bios and organizational structure
  • Customer concentration and pipeline
  • Market size and competitive landscape
  • Clear use of proceeds

SEC Regulation D Exemptions (Overview)

Most private placements are conducted under Regulation D. The primary exemptions are:

Rule 504 – Up to $10 million. Limited use for larger raises.

Rule 506(b) – Unlimited amount. Unlimited accredited investors + up to 35 non-accredited sophisticated investors. No general solicitation.

Rule 506(c) – Unlimited amount. Accredited investors only. General solicitation allowed if investor status is verified.

Securities laws are complex. Independent counsel should always review any offering.