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IRS Toolkit – Ready4Invest

Investment Readiness Services Toolbox for SMEs

IRS Toolkit
The Ready4Invest Toolkit is your gateway to delivering high-impact Investment Readiness Services across the Enterprise Europe Network.
Designed for EEN advisors, it brings together harmonised tools, templates, and best practices to help SMEs strengthen their investor appeal — from first assessment to investor meetings.
 
Use the toolkit to:
✓  Assess each company’s investment readiness level with the Scorecard
✓  Guide SMEs through pitching, business model refinement, and financial planning
✓  Support investor outreach and due diligence preparation with standardised materials
✓  Ensure a consistent, EU-wide delivery of high-quality investment readiness services
 
All modules below include clickable templates and guides — ready to explore, download, and apply directly with your clients.
 

Modules

Module 1 

Investment Readiness Scorecard (Diagnostic)

Entry point for all SMEs

◼︎ Online self-assessment by the SME
◼︎ Automated report: scores, gaps, recommendations
◼︎ Sent to Advisor for follow-up

Module 2

Pitching & Business Model Essentials

Equip SMEs with essential materials to communicate their business and attract
investors

◼︎  One-Sentence Pitch 
◼︎  One-Pager Template
◼︎  Pitch Deck Outline
◼︎  Investor FAQ Sheet
◼︎  Deck Quality Checklist

✓ When to use: when Scorecard shows weaknesses in Business Model / Market & Traction

Module 3

Financial Readiness (Light)

Provide SMEs with basic financial tools to credibly discuss funding needs

◼︎ Cap Table Template
◼︎ Funding Plan Canvas
◼︎ Financial Forecast Template + Instructions
◼︎ Appendix – Financial Glossary (Light)

✓ When to use: when Scorecard highlights weaknesses in Financials

Module 4

Investor Outreach & Matchmaking

Support SMEs in identifying, approaching, and engaging with investors

◼︎ Investor Mapping Template
◼︎ Outreach Email Templates
◼︎ Matchmaking Checklist
◼︎ Due Diligence Factsheet

✓ When to use: when Scorecard shows medium/high readiness and SME is prepared for investor interaction

Module 5

Delivery & Support Tools

Provide advisors with resources to deliver IRS consistently and document outcomes

◼︎ Quick Start Guide for Advisors
◼︎ IRS Workflow Diagram
◼︎ Toolkit Delivery Log
◼︎ Success Case Summary
◼︎ Investor Resources 

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