# Sample investor Q&A prep list

Synthetic sample. No client data. For demonstration only. For review by your team and advisers. Not legal, investment, fundraising, tax or accounting advice.

| Investor question | Sample prep note | Source reference | Gap or caution |
| --- | --- | --- | --- |
| What evidence supports enterprise adoption? | Sample customer agreement and product note indicate early enterprise use. | SYN-COM-009; SYN-PROD-002 | Check confidentiality and avoid unsupported traction claims. |
| Are forecasts tied to source evidence? | Management accounts exist, but forecast assumptions need further support. | SYN-FIN-004 | Pipeline evidence missing. |
| Is product IP owned by the company? | Product notes exist, but contractor IP assignments are incomplete. | SYN-PROD-002; SYN-EMP-GAP-002 | Obtain signed assignments before relying on ownership statements. |