Investor demo checklist before the pitch
Use this checklist a week before a fundraising meeting. It covers product behavior, narrative, and diligence materials.
Last updated: 2026-06-13
Investor demo readiness checklist
A fundraising-ready demo runs core workflows without breaking, works on conference Wi-Fi, states what is mock data, and includes repo access for diligence. The Investor Demo from Stantons Dev House is scoped to meet these bars with fixed price and upgrade path to The Core Engine.
Product behavior
Test 2 to 3 hero workflows end to end on the laptop you will bring. No dead links or placeholder lorem ipsum in view.
Confirm offline or flaky-network behavior if the venue is unpredictable.
Prepare a two-minute scripted path and a five-minute deep path for curious partners.
Narrative and honesty
Label simulated revenue, users, and integrations. Investors respect clarity.
Tie each workflow to the problem slide in your deck.
State upgrade plan to production SaaS if asked about post-round roadmap.
Diligence packet
Architecture one-pager, repo read access, AWS account ownership summary.
List contractors and IP assignment status.
Link to fixed-price tier doc so finance partners see predictable build cost.
Tech rehearsal before the pitch
Test on the laptop you will bring, including offline mode if venue Wi-Fi is unreliable. Close notification-heavy apps and use a clean browser profile.
Record yourself running the scripted path once. Awkward pauses show where copy or UI needs one more iteration.
After a successful meeting
Send the diligence packet within 24 hours while interest is high. Include honesty about mock data and the upgrade path to Core Engine.
Book internal time to scope production work only after you know the round timeline. Do not overbuild before term sheet clarity.