New Deal Assessment
Calculate a Deal Probability Score before submitting to the team.
Academy Rule — Passive clients get routed to our Academy arm
Phase 1 — Kill Zone
Access & Authority
1. Who are you talking to?
2. Client Intent
Phase 2 — The Numbers
Financial Scale
1. Annual Revenue (Last FY)
2. Profitability (EBITDA)
Phase 3 — Strategic Fit
Market & Motivation
1. Industry Sector
2. Capital Usage (The "Why")
Phase 4 — Listing Readiness
Nasdaq Market Tier
1. Target Nasdaq Tier
2. IPO / Listing Readiness
DO NOT SUBMIT
Score: 0 / 80
ReasonDeal failed critical criteria.
QUALIFIED
Deal Score: 0 / 80