Tools

Investor Interview Insight Guide

This guide enables you to record feedback from select investors about their approach to evaluating companies looking for funding.

Build Investor Awareness Due Diligence Document Checklist

This template provides a detailed list of due diligence documents that might be requested by investors.

Investor Website Data Checklist

This template enables you to check external data sources to ensure they have current information.

Investor Meeting Guide

This template guides you in preparing the key spokesperson for investor meetings.

Identity – Responsibilities and Dependencies

Template to identify and determine key responsibilities of each team member.

IT Team Effectiveness Survey Tool

This tool allows you to record and analyze responses from Info-Tech's IT Team Effectiveness Survey.

Security Governance Model Templates

The purpose of this tool is to help you visualize your organization’s information security governance structure.

Security Governance Model Tool

This tool will help you determine governance and management accountabilities and responsibilities and use them to build a visual governance and management model.

Accessibility Compliance Tracking Tool

This tool helps to decrease the overwhelm of accessibility compliance. Narrow down the list of controls needed to the ones that apply to your organization and to IT.

Sales Enablement Strategy Executive Presentation

A boardroom-ready deck that captures the high-value initiatives to enhance the organization’s sales enablement processes.
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