• Case Management Meeting
• EIR Session

Discovery Stage

• Start-Up Costs Budget
• Initial Business Plan Document
• Company One-Pager
• Founders’ Agreement(s)
• Incorporated Company
• Company Bank Accounts
• Spreadsheet of Customer Interviews / Findings from Customer Discovery

Delivery Stage

• Letters of Intent
• Active Pilot(s)
• Minimally Viable Product
• Fundraising Data Room (Pitch Deck, Financial Models, Investor Deck, One Pager, Articles of Incorporation, Cap Table, Advisor Agreements, etc.)

Launch Stage

• Revenue or Cash Flow Positive
• Functioning CRM
• Supply Chain Management
• BoM File
• Contract Manufacturing Agreements
• Corporate Governance Structure & Documentation