Phase 4 Scorecard
Email; same as in Slack
How well did the client explain their plan to complete the Waffle?
Do they have all of their 3rd party service provider agreements in place?
Does the client have their legal docs ready?
Did the client effectively explain their plan to be regulatory compliant?
How confident are you in the team to execute on this strategy?
Is the client operationally ready? Any issues?
Does the client have a best in class Data Room setup along with an established Investor onboarding process?
Does the client have any soft commitments? Do they have a clear capital call process?
Does the client have a marketing plan suitable for the Fundโs capital raising needs?
Does the client have a risk management plan in place?
Does the client have an appropriate tech and security plan in place? Data security is crucial.
Does the client have a clear exit strategy?
Does this member pass this Phase?
Yes
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