Investor Readiness Review – Terms & Conditions
1. Scope of the Service
The Investor Readiness Review is a fixed-scope advisory service provided by Finro Financial Consulting.
The service includes:
A written review memo evaluating the structure, assumptions, and investor defensibility of the submitted financial model.
Identification of potential red flags, areas of investor scrutiny, and prioritized recommendations.
A 45-minute debrief call to discuss the findings and answer questions related to the review.
The service is designed to help founders understand how investors may evaluate the financial logic and assumptions within their model.
2. What Is Not Included
Unless explicitly agreed otherwise, the Investor Readiness Review does not include:
Rebuilding or restructuring the financial model
Editing or implementing changes within the spreadsheet
Creating new financial models
Ongoing financial advisory services
Investor introductions or fundraising support
If additional work is required following the review, this may be scoped as a separate engagement.
3. Client Responsibilities
To complete the review, the client must provide:
A working version of the financial model (Excel, Google Sheets, or similar)
Accurate information regarding the business, revenue model, and fundraising plans
Access to the model via file upload or shareable link
Finro Financial Consulting is not responsible for inaccuracies arising from incomplete or incorrect information provided by the client.
4. Delivery Timeline
The written review memo will be delivered within five (5) business days after the client has submitted the financial model and all required information through the intake form.
The debrief call will be scheduled after the memo is delivered at a mutually convenient time.
Delivery timelines may be extended if required information or access to the financial model is delayed.
5. Nature of the Review
The Investor Readiness Review provides professional financial analysis and feedback based on the materials submitted.
The review:
Does not constitute investment advice
Does not guarantee fundraising success
Does not guarantee investor acceptance of the financial model
Investment decisions remain the sole responsibility of the client and their advisors.
6. Confidentiality
All materials submitted by the client, including financial models and business information, will be treated as confidential.
Finro Financial Consulting will not share or disclose client materials to third parties without the client’s permission, except where required by law.
7. Refund Policy
If the client believes that the written review did not provide actionable insights consistent with the scope of the service, the client may request a refund within 48 hours of receiving the review memo.
Finro Financial Consulting will either address the concern or issue a refund at its discretion.
8. Limitation of Liability
To the fullest extent permitted by law, Finro Financial Consulting’s total liability arising from this engagement shall be limited to the amount paid by the client for the Investor Readiness Review.
Finro Financial Consulting shall not be liable for indirect, consequential, or investment-related losses.
9. Governing Law
These Terms & Conditions are governed by and interpreted in accordance with the laws applicable to Finro Financial Consulting’s jurisdiction.
10. Acceptance of Terms
By purchasing the Investor Readiness Review and submitting the intake form, the client confirms that they have read and agree to these Terms & Conditions.