Workflow & Monitoring
Investment Readiness
Investment readiness is whether an allocator is currently in a position to review and act on opportunities based on timing, liquidity, and internal cycles.
Allocator relevance: Readiness is the hidden conversion lever—right target at the wrong time is still a “no.”
Expanded Definition
Readiness depends on IC schedules, liquidity budgets, commitment pacing windows, and bandwidth. Family offices may have readiness driven by travel, principal attention, or deal backlog. Institutions may have formal windows and board calendars. Capturing readiness reduces wasted outreach and improves relationship quality.
Decision Authority & Governance
Governance defines how readiness is recorded (signal types, confidence, expiry). Readiness should never be presented as a fact unless evidence supports it.
Common Misconceptions
- Readiness is the same as mandate fit.
- Readiness can be inferred without signals.
- Readiness stays stable quarter to quarter.
Key Takeaways
- Readiness is timing + liquidity + decision cycle.
- Pair readiness with watchlists and change detection.
- Treat readiness as freshness-dependent.