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Unit Economics
Net dollar retention, payback period, magic number, and CAC efficiency — benchmarked against SaaS peers at your ARR band. Includes a working model template.
Since 2017 · San Francisco · New York · London
A 12-minute diagnostic that benchmarks your company against 600+ growth-stage peers across unit economics, narrative discipline, runway posture, governance, data room quality, and investor targeting. Authored by senior partners — never associates, never outsourced.
The instrument used inside paid engagements.
What it measures
The Capital Readiness Scorecard is the same diagnostic Walsh & Partners senior advisors run during a paid engagement — distilled into a self-serve instrument a founder can complete before the first partner call. It does not replace diligence; it tells you, with precision, where a buyer or lead investor will press hardest before you walk into the room.
Each pillar is scored against a calibrated peer band drawn from the 312 growth-stage companies Walsh & Partners has advised since 2017. You will see where you sit, where the band sits, and what a senior partner would prioritize in the next 30 days. Results arrive as a board-grade PDF reviewed by a named advisor, not an automated email.
Take the ScorecardPillars & deliverables
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Net dollar retention, payback period, magic number, and CAC efficiency — benchmarked against SaaS peers at your ARR band. Includes a working model template.
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Category definition, wedge clarity, founder-story coherence, and ICP crispness — the same rubric the firm uses inside active raise preparation sprints.
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Cash conversion, scenario planning across bridge and extension rounds, and capital efficiency benchmarks calibrated to Series A–C SaaS operators.
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Board composition, audit posture, cap table hygiene, and the data-room artifacts investors expect before a partner meeting — graded against investor-grade standards.
Deliverable
Your final report includes a scored pillar-by-pillar read, a peer benchmark band, and a short list of recommended next moves drafted by a senior advisor — typically delivered within five business days. It is the same artifact Walsh & Partners uses at the kickoff of every fractional engagement, with the identifying details of your company redacted for your records only.
A note from a senior partner
“Every week we are briefed into a deal where the founder brought a deck that scored them a ‘green light’ from a free online tool — and then watched the same deck get taken apart in a partner meeting. The Capital Readiness Scorecard was built to be the opposite of that. It is the instrument we use on paid engagements, surfaced honestly, so you see what an investor will actually press on before you raise a dollar.”
David Walsh · Lead Partner, Walsh & Partners Advisory
Twelve minutes. Partner-reviewed.
Benchmark your company against 600+ growth-stage peers. Receive a board-grade PDF read by a senior Walsh & Partners advisor, with the option to bring it into a 30-minute diagnostic call when you are ready.
No automated drip campaign. One senior-partner-signed PDF, usually within five business days.
Already scored? Bring the PDF into a 30-minute diagnostic call with a senior partner.
Book a Diagnostic Call