The Round readiness panel shows whether the company is ready to open a new round.
It may include:
investment score
readiness status
completed checklist items
missing checklist items
warnings
suggested next actions
Checklist items can include:
Articles of Association
IP Assignment
Director service agreements
Founder service agreements
Cap Table setup
SEIS/EIS Advance Assurance
Some items may be marked as Passed. Others may need an upload, review, or correction.
Undo may also flag cap table issues before a round opens. For example, if the current price per share is unusually high, the product may suggest considering a share split before the round.
The readiness score does not launch the round by itself. It helps show what should be cleaned up before investors are invited and documents are generated.
If a round is almost ready, complete the missing items first. This makes the round cleaner before investor onboarding, document generation, signing, and closing.