The trail

One trail from founding to exit. A guide at every stage.

Every funding stage asks the company to prove new ground. Vanward walks ahead: the same verified evidence carries from the first outside check to the last, and each product is a marker on the way.

  1. Stage 1

    Founding

    Two founders, a formation certificate, an idea.

    CapReadi

    What you are asked to prove

    Formation documents, the EIN letter, founder agreements, an IP assignment, a first cap table.

    What Vanward does

    CapReadi, free until you share. Upload the founding documents, mark what does not exist yet as not applicable, and see your first readiness score. The trail starts here.

  2. Stage 2

    Seed

    First outside money. Angels, a seed fund, a SAFE or priced round.

    CapReadiBoardReadi

    What you are asked to prove

    The Universal Core 22: corporate, equity, financials or a plain statement that there are none yet, forecast, team, customers, IP, and compliance.

    What Vanward does

    CapReadi Founder. Each investor gets a ReadiLink scoped to them, watermarked and revocable, with a package download for their file. The readiness score tells you what to fix before they ask.

  3. Stage 3

    Series A

    An institutional lead, a board, a controller or fractional CFO, monthly reporting.

    CapReadiBoardReadiFinReadi

    What you are asked to prove

    Everything from seed, now current, plus historical financials that tie, management accounts, a board package every month, and evidence that the numbers are reviewed.

    What Vanward does

    FinReadi Close runs the month-end close with a preparer and a reviewer on every step; every reconciliation lands on the same trail CapReadi scores. BoardReadi turns the close into the board package on one link.

  4. Stage 4

    Growth

    Series B and beyond, or sponsor-owned: a fund owns the company and the founder has moved on. A finance team, an audit, a lender that wants its reporting on time, customers who run their own diligence on you.

    CapReadiBoardReadiFinReadi

    What you are asked to prove

    Audited statements, controls, a close that finishes on business day five, a clean equity ledger, customer and vendor contracts organized and current.

    What Vanward does

    FinReadi keeps the close, the audit preparation, and the equity records continuous. Twelve closed months in Vanward is the history a buyer or an underwriter wants to see, already verified.

  5. Stage 5

    Exit

    An acquirer, a strategic, a public listing. Advisors, lawyers, a quality of earnings review.

    DealReadiFinReadi

    What you are asked to prove

    The full diligence package: financial, legal, commercial, and operational, with working capital, customer concentration, and key-person risk addressed before the buyer raises them.

    What Vanward does

    DealReadi turns the verified history into the diligence package and the data room, priced as an engagement. Nothing is rebuilt from a folder; the trail was built for this moment.

How the products connect

There is one record. A bank statement uploaded for a seed investor is the same row the controller reconciles in the close, the same row the board sees in its package, and the same row a buyer reads in the diligence file. Each product is a different door into the same verified trail, so nothing is rebuilt and nothing drifts.

CapReadi
Raise: readiness score, evidence checks, ReadiLinks to investors.
BoardReadi
Report: the board package on the same link, free with any plan.
FinReadi
Close: the supervised month-end close whose evidence feeds everything above.
DealReadi
Exit: the diligence package built from the history, as an engagement.

Plans and pricing

Start where you are.

Whatever stage you are at, the first step is the same: set up the company and place the first marker. The first 30 days of CapReadi Founder are free, no card needed.

Place your first cairn