Consultants and advisers: guide every client from assessment to investment readiness.
Stop chasing PDFs and rebuilding the same assessment for every client. Invite clients, run an AI-assisted readiness assessment, turn gaps into projects and attest to their progress, all in one workspace.
and professional firms. Your clients join free.
Preparing to raise on your own? Anvil Form is built for founders →
One structured journey from assessment to investor readiness.
A clear, repeatable process to help your clients build stronger, investment-ready businesses.
Invite
Bring an existing client into your workspace.
Assess
Identify the gaps holding the business back. AI-drafted gap explanations, ready for your professional review.
Remediate
Turn gaps into projects, milestones and tasks.
Attest
Verify completed work and record progress.
Showcase
Prepare qualified businesses for investor visibility.
Your clients. Your expertise. One structured platform.
Practical tools to help you deliver greater value, with less manual work.
Manage every client in one workspace
Keep all your clients, assessments, projects and attestations in one place.
Standardize your delivery process
Use a consistent, professional framework across all client engagements.
Turn gaps into actionable projects
Convert assessment findings into structured plans with clear milestones.
Demonstrate the value of your work
Track progress and evidence the outcomes you help your clients achieve.
Build credible readiness records
Create a verified record of client progress to support future investor conversations.
A clearer path to becoming investment-ready.
Help your clients build stronger businesses with a structured, transparent process.
Investment-readiness assessments
A structured assessment across key business areas.
Clear explanation of gaps
Plain-language guidance on what to focus on.
Projects and milestones
Turn gaps into a practical plan with clear milestones.
Professional guidance
Work with you to make measurable progress.
Document management
A secure place to organize key documents.
Attestation record
Verified record of completed work.
Pathway to investor visibility
Prepare for future investor conversations when the time is right.
Free for your clients
Businesses you invite use Anvil List at no cost.
Built for professionals who help businesses grow.
Used by a wide range of professional firms and support organizations.
Begin with the clients you already serve.
Anvil List is designed for professional firms to use with their existing clients. You invite your clients, guide them through the process and help them build investment readiness, using your expertise and trusted relationships.
You maintain the client relationship
You choose which clients to invite and control the engagement.
Future discovery (optional)
Discovery and matching with investors may be introduced in the future, but is not part of the initial launch.
Built by Anvil Business Center, Ontario, Canada.
Anvil List is a business name of Anvil Business Center Inc., an Ontario company dedicated to helping small businesses become investment-ready, and the home of Anvil List and Anvil Form.
Become a founding professional firm.
Join the first cohort of professional users and help shape the future of Anvil List. Give feedback and be part of building a platform that strengthens the businesses you work with.
- Help shape product development
- Priority access to new features
- Recognition as a founding partner
- Be part of a community of leading firms
What would you like to see next?
Tell us a feature or service that would make Anvil List more useful to your firm and your clients. We read every request and will contact you about it.
Prefer to talk it through? Book a 20-minute walkthrough.
Frequently asked questions
Who is Anvil List for?
Consultants, advisers, accountants, incubators, accelerators and professional firms that guide growing businesses toward investment readiness.
Do my clients pay?
No. Businesses you invite use Anvil List free. Firms subscribe.
How is the readiness score worked out?
Each client is assessed across the areas investors examine. You review the AI-drafted findings before the client sees them, gaps become projects, and the score is updated as work is completed and attested.
Who can see my clients’ documents?
Only your firm and the client you invite. We never sell client data.
Does Anvil List introduce businesses to investors?
Not at launch. Anvil List prepares businesses to be investor-ready; investor discovery may come later.
What does it cost?
Firms subscribe based on team size, the number of clients on the platform and document storage. Your clients join free.
Want the detail? Read what investment readiness means for advisers or the full FAQ page.