Path to funded

Six stages from profile to closed round.

Every private company preparing to raise, sell equity, or bring on a partner walks the same six stages. Equavion tracks readiness on each — and gives you AI, templates and checklists to close the gaps.

Profile & basics

Company on the record

Story & deck

A story an investor can repeat

Data room & metrics

Diligence-ready in one link

Governance & cap hygiene

Clean paper before the lawyer arrives

Board & IC readiness

The board that gets you funded

Match & close

Publish, match, close

The journey

Walk it once. Stay on it forever.

Fundable isn't a one-time event. Companies that raise well stay on this path between rounds — so the next one starts from ready, not from scratch.

Stage 1 of 6
Profile & basics
Company on the record

Every fundable company starts here: a public-ready profile — name, sector, stage, location, raise target — that lives outside a founder's inbox.

  • Company name, logo, website
  • Sector and stage
  • Raise target and pre-money
  • One-liner and tagline
AI at this stage
AI URL autofill: paste your site and Equavion drafts your profile from your own copy.
Stage 2 of 6
Story & deck
A story an investor can repeat

Investors fund founders they can pitch to their partners. A crisp deck, a tight problem statement, real traction — this is the qualifying step.

  • Problem, solution, why now
  • 10-slide investor deck
  • Traction and business model
  • Pitch coach review
AI at this stage
AI Deck Builder generates your 10-slide deck from your profile. Pitch Coach reviews it and flags weak arguments.
Stage 3 of 6
Data room & metrics
Diligence-ready in one link

The moment an investor says 'send more' you either have a data room or you don't. This stage builds the room and the metrics behind it.

  • Financial model + historicals
  • KPIs, growth, burn, runway
  • Team bios and references
  • Legal + IP assignment
AI at this stage
Data Room Gaps analyzes your uploads against a standard diligence set and tells you exactly what's missing.
Stage 4 of 6
Governance & cap hygiene
Clean paper before the lawyer arrives

Nine out of ten diligence delays are cap-table cleanup — dead equity, missing 83(b)s, undocumented option grants. Fix them now, not the week before close.

  • Cap table on file
  • Incorporation & shareholders agreement
  • Option plan / ESOP documented
  • IP assignment complete
AI at this stage
Cap Hygiene Audit ranks issues by severity and tells you what a diligence lawyer will actually flag.
Stage 5 of 6
Board & IC readiness
The board that gets you funded

Institutional investors want to see a board that will hold you accountable — and a memo they can walk into IC with. Both are built here.

  • Board seats defined (≥3)
  • Independent director identified
  • IC memo drafted
  • Reference list ready
AI at this stage
Board Composition advises the archetypes to recruit. Memo Red-Team stress-tests your deck before an investor does.
Stage 6 of 6
Match & close
Publish, match, close

Ready is ready. Publish your profile to the marketplace, promote your raise, match with the right investors, and run a clean closing checklist.

  • Public profile live
  • Raise promoted
  • Interested investors in the pipeline
  • Closing checklist ticked
AI at this stage
Investor Match ranks investors by fit. Term-Sheet AI reviews terms. Closing Checklist tracks every signature.

Where are you now?

Tap the stage that best describes where you are today. Equavion tailors the next best action from there.

Stage 1
Profile & basics
Stage 2
Story & deck
Stage 3
Data room & metrics
Stage 4
Governance & cap hygiene
Stage 5
Board & IC readiness
Stage 6
Match & close
Select a stage above to see your next steps.