Relationship readiness

Relationship readiness score

Self-assessment for emerging managers before a paid AllocatIN pilot — profile and fit only, no pitch materials on-platform.

What this checklist measures

Relationship readiness is a local self-score of operational prep before outreach: profile completeness, factual summaries, target mapping, and a weekly cadence — not a credit score or investment rating.

Institutional profile fields complete
Relationship summary published (factual only)
Allocator spreadsheet imported
Warm paths mapped for top 20 targets
Matched-tier passport fields reviewed
Weekly action cadence defined

0% ready

Done	Checklist item	Status
	Institutional profile fields complete	Pending
	Relationship summary published (factual only)	Pending
	Allocator spreadsheet imported	Pending
	Warm paths mapped for top 20 targets	Pending
	Matched-tier passport fields reviewed	Pending
	Weekly action cadence defined	Pending