All roles
Investor or analyst
“What should this issuer be able to produce, and what should I ask them for?”
- Step 1. Disclosure readiness
Read the criteria as the questions an issuer should be able to answer, without recording answers of your own.
Produces: Issuer question listOpen this step - Step 2. Claim integrity gate
Run the issuer's published claim through the same gates they should have run it through.
Produces: Claim integrity position on a third-party claimOpen this step
You finish with: Issuer question list with the provision behind each question
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Build the evidence pack