Getting started
How the Sale Readiness Score works
What the 0–100 score measures, the six categories behind it, and how to raise it.
The Sale Readiness Score on your Dashboard is a 0–100 measure of one question: if a serious buyer showed up tomorrow, how much of your business could they actually understand? It's recalculated automatically every time a document finishes processing or you add a record by hand.
The six categories
The score is a weighted blend of six areas, mirroring what buyers and lenders ask for first:
- Financial records (25%) — the biggest slice. One year of P&L data starts it; three distinct years earns full marks. The same year from two different documents counts once, not twice.
- Customer documentation (20%) — who you sell to. Having any customers recorded starts it; three or more, then five or more, fill it out.
- Operations & know-how (20%) — written procedures. One SOP starts it, three or more fill it. Voice recordings that become SOPs count.
- Equipment & assets (15%) — your equipment list. One item starts it; five or more fill it.
- People (10%) — key personnel with roles recorded.
- Legal & compliance (10%) — currently satisfied by having processed documentation on file; finer-grained checks (licenses, certifications) are coming.
The checklist
Below the gauge, the dashboard shows a checklist grouped by these categories. Items check themselves off as your data grows — you never tick them manually. The "what to upload next" suggestions point at your emptiest categories, which is where the next document earns the most points.
Why the score matters beyond the number
- The Deal Room requires a score of at least 30 before it will generate a buyer profile — below that there isn't enough substance to write one.
- If your business came in through a trade association, your association can see aggregate readiness across members — a rising score is how they know the program is working.