Map claims to documents

List the material statements in the business plan and identify the evidence supporting each. Some may rely on contracts, others on operating data or management assumptions. The exercise reveals whether the strongest presentation claims also have the strongest documentation.

Identify gaps by importance

Prioritise missing evidence that could change a commercial or funding decision. A minor formatting issue should not receive more attention than an unclear revenue definition or unverified partner status. Assign an owner and a practical method for resolving each material gap.

Maintain a living record

Update the index as the business changes and retire stale evidence. Use the same discipline internally for monthly planning. A well-maintained index reduces repeated document searches and helps teams recognise when a statement needs qualification or further validation. Keep unresolved gaps visible even when the presentation is ready. A polished deck should not become evidence that the underlying diligence work is complete. The index gives management a practical place to track remaining questions after external discussions begin. Review the index after significant commercial changes so new agreements, revised targets and updated product status replace earlier supporting material promptly.

Imagine this

Illustrative operating example

A hypothetical index reveals that product usage is well documented but partner productivity is supported only by meeting notes. Management can introduce a simple activation and sales report before using partner count as evidence of scalable distribution.

Make it practical.

Use this checklist as you read. Checks are not stored.

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