Illustrative sample
Investor-Readiness Review
Bowlwise
Prepared by Eli Hasson
March 2026 · Confidential
Company
Bowlwise (illustrative)
Stage
Post-MVP, ~$18K MRR
Raising
$1.5M pre-seed

This is a redacted sample built to show the shape and depth of a real Investor-Readiness Review. "Bowlwise" - a consumer app for personalized dog nutrition and vet-aligned feeding plans - is invented, and the numbers and findings are illustrative. A real review uses your own model, deck, and data, and its verdict is specific to your company.

01

Executive assessment

The read Overall readiness ~60%
Nearly ready - hold the raise ~6 weeks.

Bowlwise has a real wedge and early retention most pre-seed pet apps never reach. It is not ready to open a $1.5M round in its current form, because three things will fail diligence: the CAC math is presented in a way an investor will see through, the ask is ahead of the traction, and the model overstates Year-2 revenue by roughly 3x on one formula alone. None are fatal; all are fixable in about six weeks. Raising now means raising into those gaps and getting marked down on them. Raising once they're fixed is the difference between a soft round and a clean one.

This is not "you aren't good enough." It is "you're about to leave the round's terms on the table by going early."

02

Readiness scorecard

Scored 0-3 per criterion (0 = absent, 1 = weak, 2 = adequate for stage, 3 = a strength an investor will underwrite). Benchmark is pre-seed.

CriterionScoreNote
Market & timing
Problem clarity3Real, repeated pain; owners over-rely on generic feeding advice.
Market sizing, honest2Top-down TAM inflates; the reachable wedge is strong on its own.
Why now2Vet-telehealth normalization is the real tailwind; the deck buries it.
Product & traction
Evidence of demand3Organic waitlist conversion is the best signal in the file.
Retention2Month-3 retention solid; cohort depth too short to claim more.
Differentiation2Vet-alignment is defensible; the "AI" framing is not.
Team
Founder-market fit3Clinical co-founder is a genuine credibility asset.
Gaps acknowledged1No growth owner; the deck implies it's solved.
Unit economics
CAC, defensible1Blended CAC hides a rising paid CAC (see 03).
LTV basis1LTV uses an unsupported 30-month lifetime.
Margin clarity2Subscription margin clear; affiliate margin overstated.
Financials
Model integrity1Year-2 revenue overstated ~3x (see 03).
Burn & runway2Burn is honest; runway math is fine.
Use of funds2Directionally right, not tied to milestones.
Round logic
Ask vs traction1$1.5M is ahead of what $18K MRR supports.
Valuation realism1Target cap is well ahead of $18K MRR; expect a markdown.
Investor fit2Targeting generalist seed funds who'll pass; pet-aware angels fit better.
31 / 51(~60%). The "ready to open" line is ~40/51, with no criterion below 2. Bowlwise has six 1s - and three of them (CAC, model integrity, ask size) are what diligence hits first.
03

Financial model & unit economics

The model is structurally sound, but three issues change the story an investor reads.

The CAC slide will not survive ten minutes of diligence

Blocker

The deck shows a $14 blended CAC. Backing paid spend out of the model gives a paid CAC of ~$47, and it's rising month over month. For consumer pet apps the benchmark band is $50-150, so $47 isn't alarming - but presenting it as $14 blended is, because an investor finds the real number quickly and then discounts everything else you've claimed.

Status: the data to show this honestly already exists in the model.  Impact: high - it's the first thing a credible investor checks.

Year-2 revenue is overstated ~3x by one modeling choice

Blocker

Subscription revenue applies the trial-to-paid conversion rate to total installs rather than to active users. Since only ~30% of installs are active in a given month, this inflates the paid-subscriber count - and therefore revenue - by roughly 3x. Corrected for this alone, Year-2 revenue drops from the ~$6.4M shown to ~$2.1M. This is the single highest-value fix in the engagement: a clean, conservative model you can defend line by line is worth more in the room than an aggressive one you can't.

Status: isolated to one formula; the rest of the model holds.  Impact: very high - it's the headline number.

Three quieter errors compound the overstatement

Material
  • Affiliate margin double-counts. The model applies a 22% margin to gross food GMV, but the agreement pays 22% of net after platform fees - effective margin ~13%. The Year-2 affiliate line falls ~40%.
  • No churn. Subscribers only accumulate; a standard decay curve cuts Year-2 net adds further and raises the real acquisition cost.
  • LTV lifetime unsupported. The model assumes a 30-month average; your own cohorts support roughly 11 months observed. Correcting both the lifetime and the move to paid CAC, LTV:CAC drops from the claimed 6.2x to roughly 0.7x - meaning paid acquisition is underwater today.
Net: with the affiliate correction and a standard churn decay layered on the active-user fix, corrected Year-2 revenue lands near ~$1.7M against the ~$6.4M shown - close to a 4x overstatement. And on honest inputs, paid CAC and observed lifetime, paid LTV:CAC is roughly 0.7x rather than the claimed 6.2x: paid acquisition is underwater today. This is still a fundable story at pre-seed, but only if you tell it straight - the traction so far is organic, and the round exists to prove a paid channel works, not to assume it does.
04

Deck & narrative

TAM is sized top-down, and it invites an argument you lose

Material

The $12B top-down TAM is disconnected from a $18K-MRR reality and reads as deck-filler. The bottom-up reachable number is smaller and far more persuasive, because it's believable and it shows you understand your own funnel.

Traction and roadmap are blended together

Material

The traction slide mixes what's done with what's planned. Separate them. "Launching a vet-partnership channel" is a milestone, not traction; folding it in makes an investor distrust the rest of the slide.

The growth owner is missing, and the deck pretends otherwise

Material

Every investor will ask who runs acquisition. "We'll hire post-raise" is an acceptable answer - but only if you name the gap yourself. Implying it's handled is the tell that costs you credibility.

05

Round strategy

  • Raise $750-900K now, not $1.5M. Frame it as a pre-seed to prove paid acquisition and extend retention cohorts to six months, with the larger seed to follow on that evidence. Smaller, cleaner, faster to close - and it sets up a stronger seed at a higher mark.
  • Target a $4.5-5.5M post, not the $8M implied. The lower entry is easier to defend and leaves room for an up-round once the CAC story is proven.
  • Sequence pet-aware angels first. Lead with the 4-5 angels and one micro-fund who already understand vet-aligned nutrition; use their commitments to anchor the generalist conversations, not the reverse.
06

Questions investors will ask - be ready

  • Your blended CAC is $14 but your paid CAC looks like ~$47 and climbing. Which is it, and what's the trend?
  • What's your monthly churn, and what's the real observed lifetime behind your LTV?
  • Who owns growth? If you're hiring, what does the first 90 days of that hire look like?
  • Why $1.5M? What specific milestones does it buy, and why not a smaller round to prove acquisition first?
  • Why will a founder choose Bowlwise over free feeding advice or their vet?
07

90-day action plan

Before any investor sees the round P0 weeks 1-3

  • Rebuild the revenue formula on active users, not installs; add churn decay and observed lifetime.
  • Correct the affiliate margin to net-of-fees.
  • Replace the blended-CAC slide with an honest paid/organic split and a plan to bring paid CAC down.
  • Resize the ask to $750-900K and tie use of funds to milestones.

Before the first meetings P1 weeks 4-6

  • Run one budget-capped paid-acquisition test - the goal is a defensible CAC trend, not scale.
  • Extend retention reporting to the six-month cohort.
  • Name the growth hire in the deck and the use of funds; split traction from roadmap.

During the raise P2 weeks 7-12

  • Open with the pet-aware angels; target 2-3 soft commitments before any generalist meeting.
  • Hand over the corrected model as the artifact, not a teaser; hold valuation discipline to a clean, fast close.

The single most important move: fix the model and the CAC slide before anyone outside the room sees the round. Everything else compounds off being trusted on the numbers.

A real Investor-Readiness Review runs to this shape at greater depth, against your actual model, deck, and data. The verdict, scorecard, and plan are specific to your company - including, when it's the honest answer, "not yet."  |  Eli Hasson · eli@hasson.email