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Capital Readiness Index

OceanMerge Capital Readiness Index · Mid-market track

Mid-market Capital Readiness Index

36–39 questions depending on your answers, in 13 short steps. About 12–15 minutes. Progress is saved in this browser tab.

  1. 1About your organisation
  2. 2Your capital raise
  3. 3Equity story & market position
  4. 4Financial quality & EBITDA
  5. 5Financial reporting & model quality
  6. 6Management & governance
  7. 7Ownership & legal structure
  8. 8Data room & due-diligence readiness
  9. 9Capital ask, use of proceeds & valuation
  10. 10Investor targeting & process readiness
  11. 11Risk & compliance
  12. 12Exit & return path
  13. 13Your details

The profile personalises your score, benchmarks and report.

About your organisation

Why we ask

Investors screen by sector thesis first; it also sets the benchmarks used in your report.

Why we ask

Where management sits shapes which investors can back you and how.

Why we ask

Many institutional investors can only invest into certain structures; a 'flip' can take months.

4Where do you sell today?
Why we ask

Geographic reach shapes the equity story and which investor mandates fit.

5What is your link to the GCC (UAE, Saudi Arabia, Qatar, Oman, Bahrain, Kuwait)?
Why we ask

GCC sovereign, government-backed and family capital often looks for a regional presence or plan.

6Full-time headcount
Why we ask

Headcount frames burn, management depth and the governance investors will expect.

7Who owns the business today?
Why we ask

Ownership shapes the deal: succession sale, minority growth capital, secondary or carve-out.

8Last-12-month revenue
Why we ask

Size determines which funds, lenders and strategic buyers can participate.

9Revenue growth over the last 12 months
Why we ask

Growth equity looks for sustained growth; lenders look for stability. Both start here.

What you plan to raise, how and when.

Your capital raise

10External equity in the business today
Why we ask

Existing investors have consent and pre-emption rights that shape your options.

11Do you have borrowings today?
Why we ask

Existing debt affects leverage capacity and brings covenant questions.

12How much are you raising?
Why we ask

Ticket size decides which funds, lenders and strategic buyers are in scope.

Why we ask

Optional. Used to personalise your report and to test your use of funds.

14What type of capital do you expect to raise?
Why we ask

Equity, debt and strategic capital are judged on different evidence.

15When do you want the capital in the bank?
Why we ask

We compare your timeline with your estimated time-to-ready.

Why we ask

Optional. Lets the report test the implied revenue multiple against the evidence you give.

9 % of your score

Equity story & market position

17Do you have a written investment thesis and growth plan?
Why we ask

Investors buy a plan for value creation, not a history.

18 % of your score

Financial quality & EBITDA

18EBITDA margin (last 12 months)
Why we ask

EBITDA is the basis of valuation for private equity and of borrowing capacity for lenders.

19EBITDA over the last three years
Why we ask

A consistent trend supports a higher multiple and more debt capacity.

20Share of revenue from your largest customer
Why we ask

Concentration is a top investment-committee risk; above 40 % it drives price and structure.

14 % of your score

Financial reporting & model quality

21Which accounts do you have for the last three years?
Why we ask

Most institutional investors and lenders require audited, or at least reviewed, accounts.

22Were the audit opinions clean (unqualified)?
Why we ask

A qualified opinion means the auditor could not sign off the numbers investors will rely on.

23Budgeting and forecasting
Why we ask

A tested model is how investors judge whether your plan is credible.

11 % of your score

Management & governance

24Who leads finance?
Why we ask

Investors need a finance lead who can run diligence and report to a board.

25How is the company governed?
Why we ask

Institutional capital expects board oversight with independent challenge.

26How dependent is the business on one person?
Why we ask

Key-person risk reduces value and often leads to earn-outs or retention structures.

8 % of your score

Ownership & legal structure

27How clear is your group and shareholding structure?
Why we ask

Investors must know exactly what they are buying into, and from whom.

28Transactions with owners, directors or their companies
Why we ask

Related-party flows distort EBITDA and are examined closely in diligence.

29Do your existing investors support this raise?
Why we ask

Existing investors' consent and pre-emption rights can block or delay a new round.

10 % of your score

Data room & due-diligence readiness

30What state is your data room in?
Why we ask

A complete data room shortens diligence and protects value.

31Are your top customer, supplier and financing contracts signed, current and summarised?
Why we ask

Change-of-control and termination clauses can unpick a deal late.

9 % of your score

Capital ask, use of proceeds & valuation

32How defined is the use of the capital?
Why we ask

Investors price the plan for their capital; a vague purpose reads as risk.

33How was your valuation expectation formed?
Why we ask

A defensible range avoids failed processes and re-trades.

7 % of your score

Investor targeting & process readiness

34Have you appointed transaction advisers?
Why we ask

Institutional processes run through advisers; without them your process is slower and your position weaker.

9 % of your score

Risk & compliance

35Is the company involved in, or threatened with, any legal claims?
Why we ask

Undisclosed claims found in diligence end deals; disclosed and quantified ones can be priced.

36Tax position
Why we ask

Tax exposures become price reductions or indemnities.

37AML, sanctions and anti-bribery controls
Why we ask

Investors, especially regulated and GCC sovereign capital, must complete KYC on you.

38Status of your loan covenants
Why we ask

A breach or waiver changes the conversation from growth to rescue.

5 % of your score

Exit & return path

39Investor return route
Why we ask

Investors need confidence that shareholders agree how and when they can exit.

Almost done.

Your details

When you submit, your Index score is calculated instantly using the published rules. Your answers are stored, and treated as confidential, so your score and, if you buy it, your report can be produced.

By continuing you agree to our Privacy notice · Terms of use · Refund policy. Readiness assessment and advisory only: not investment, financial, legal or tax advice, not an offer of securities, and no guarantee of raising capital.