Readiness Scoring

Readiness scoring answers the question every deal team asks before opening a data room to investors: is it actually ready? The Reviewer agent reads the room's documents (their names and AI summaries) and returns a readiness score with a short list of what to fix. Run it before you invite the first investor.

What a review returns

• A readiness score from 0 to 100. It is the Reviewer's overall judgement of how complete the room is for due diligence. It is shown green at 80 and above, amber from 50, and red below 50. A room that has never been reviewed shows no score rather than 0.
• Key documents, present or missing. The review checks for five documents investors expect: Financial Projections, Cap Table, Board Materials, Articles of Incorporation and IP Assignment Agreements. A document counts as present when a file in the room has the matching category (for example Financials/Projections or Corporate/Cap Table; see AI Organise), even if the Reviewer missed it.
• Flagged files: documents that may contain personal data and need redaction, files with unhelpful names (with a suggested name), and documents that look out of date.
• Suggestions: a short list of improvements.

The score is the model's assessment, not a formula over the checklist: it is not recalculated from the five key documents.

How to read it

• Treat it as a guide, not a gate. A high score means the room looks complete to the Reviewer. It does not certify that every document is correct or that your specific raise needs nothing more.
• Work the lists, not just the headline. The missing key documents and the flagged files are the actionable part.
• Re-run after changes. The score does not move on its own. Run the review again after you add or change documents; a saved review is reused only until the room's files change.

When to use it

• Before going live. Run it before you invite investors, so the room is in good shape on day one rather than patched while people are already looking at it.
• After a major upload. A re-check confirms whether the new material closed the gaps.
• As a hand-off check. If someone else assembled the room, the review is a fast way to validate it before you put your name on the raise.

Readiness reviews are run by hand by the deal team, and need a paid plan with AI features enabled for your organisation (on by default; an organisation admin can turn them off in Settings → AI & Integrations).

What it does not do

Readiness scoring assesses completeness, not the quality of the underlying business or the accuracy of individual figures. A data room can score well and still represent a deal an investor passes on. Use it to remove the avoidable embarrassment of obvious gaps, not as a verdict on the deal itself.

Readiness scoring complements the other AI features: the agents help you prepare the documents; readiness tells you whether that preparation is far enough along to open the doors.