The Roadmap to Institutional Capital Readiness
A structured model that helps founders evaluate their organization across financial infrastructure, leadership, governance, operations, and capital markets readiness.
Executive Summary
Institutional investors evaluate companies across five core dimensions of readiness.
The Loyola Capital Readiness Framework™ helps founders understand what investors expect at each stage of growth and how to professionalize their organizations to attract capital.
A Maturity Model for Growth Companies Preparing to Raise Institutional Capital
The framework evaluates companies across:
Financial Infrastructure
Leadership & Talent
Governance
Operational Scalability
Capital Markets Readiness
Companies evolve across three stages:
Foundation Stage
(<$5M revenue)
Scale Stage
($5M–$20M revenue)
Institutional Stage
($20M+ revenue)
