# Assessments

<p class="lead">The assessment is your entry point to Instfy: a diagnosis of your business tailored to your type of company. Explore the options for each segment.</p>

Every business has a different nature, and that completely changes the analysis. That is why our assessment begins by identifying **who the client is** and, from there, adjusts the focus, the questions and the deliverables. It is the first part of the [Discovery](#/methodology) and sets the direction for everything that follows.

!image[Instfy assessment: reading the business data and indicators that set the direction for Discovery](/assets/img/instfy-assessment.webp)

## How the assessment works

In every segment, the assessment answers the same five questions from the Instfy methodology:

1. **Who is it?** The nature of the business and of the people behind it.
2. **Where does it stand?** The current moment: revenue model, customers, operations, people, technology, marketing and sales, finance, brand and data.
3. **Where does it want to go?** Business goals, growth, brand, expansion and, when it makes sense, the entrepreneur's personal goals.
4. **What context is it in?** An outside-in reading: global, national, regional, local, business and individual.
5. **What are the constraints?** Capital, time, team, execution capacity, legislation and risk appetite.

What changes from one segment to another is **where we look more deeply**. Choose the profile closest to yours below.

<div class="card-grid">
<a class="card" href="#/assessments#empresa-em-criacao"><div class="c-ic" data-icon="rocket"></div><div class="c-t">Company in formation</div><div class="c-d">Validate the idea and structure the business from the ground up.</div></a>
<a class="card" href="#/assessments#startup"><div class="c-ic" data-icon="zap"></div><div class="c-t">Startup</div><div class="c-d">Product, traction, revenue model and readiness to scale.</div></a>
<a class="card" href="#/assessments#pme"><div class="c-ic" data-icon="trending-up"></div><div class="c-t">Small and mid-sized business</div><div class="c-d">Growth bottlenecks, margin and management.</div></a>
<a class="card" href="#/assessments#empresa-familiar"><div class="c-ic" data-icon="users"></div><div class="c-t">Family business</div><div class="c-d">Governance, succession and professionalization.</div></a>
<a class="card" href="#/assessments#empresa-consolidada"><div class="c-ic" data-icon="landmark"></div><div class="c-t">Established company</div><div class="c-d">The next cycle of growth and efficiency.</div></a>
<a class="card" href="#/assessments#grupo-empresarial"><div class="c-ic" data-icon="layers"></div><div class="c-t">Business group</div><div class="c-d">Portfolio, synergies and capital allocation.</div></a>
<a class="card" href="#/assessments#industria"><div class="c-ic" data-icon="settings"></div><div class="c-t">Manufacturing</div><div class="c-d">Channels, productivity and new markets.</div></a>
<a class="card" href="#/assessments#varejo"><div class="c-ic" data-icon="cart"></div><div class="c-t">Retail</div><div class="c-d">Experience, channels, inventory and margin per store.</div></a>
<a class="card" href="#/assessments#servicos"><div class="c-ic" data-icon="handshake"></div><div class="c-t">Services</div><div class="c-d">Positioning, pricing and scaling delivery.</div></a>
<a class="card" href="#/assessments#franquia"><div class="c-ic" data-icon="package"></div><div class="c-t">Franchise</div><div class="c-d">Replicable model, standardization and network expansion.</div></a>
<a class="card" href="#/assessments#marca-pessoal"><div class="c-ic" data-icon="compass"></div><div class="c-t">Personal brand</div><div class="c-d">Positioning, audience and revenue models.</div></a>
<a class="card" href="#/assessments#instituicao-publica"><div class="c-ic" data-icon="shield-check"></div><div class="c-t">Public institution</div><div class="c-d">Citizen services, efficiency and digital transformation.</div></a>
<a class="card" href="#/assessments#multinacional"><div class="c-ic" data-icon="briefcase"></div><div class="c-t">Multinational</div><div class="c-d">Market entry, local adaptation and operations.</div></a>
</div>

<div class="doc-cta"><div><strong>Assessment form</strong><span>The first step to becoming a client: tell us who your business is, where it stands and the challenge. It takes about 10 minutes and you get a copy by email.</span></div><a class="doc-cta-btn" href="#/form-assessment">Start the assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-en.pdf" download>⬇ Download PDF</a></div>

## Company in formation {#empresa-em-criacao}

<div class="seg-card" id="seg-empresa-em-criacao">
<p class="seg-for"><strong>Who it is for:</strong> entrepreneurs who are getting a business off the ground.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>The idea and the problem it solves</li><li>The audience</li><li>The business and revenue model</li><li>Available capital</li><li>The founder's execution capacity</li><li>What needs to be in place for operations to start</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Is there real demand?</li><li>What is the smallest viable business?</li><li>What should be done first and what can wait?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a snapshot of the starting point, the hypotheses to validate and a clear direction for the first steps.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=empresa-em-criacao">Start the Company in formation assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-empresa-em-criacao-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Startup {#startup}

<div class="seg-card" id="seg-startup">
<p class="seg-for"><strong>Who it is for:</strong> technology-based companies seeking traction or preparing for a new phase of growth.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Product and market fit</li><li>Traction</li><li>Revenue model</li><li>Acquisition cost</li><li>Technology</li><li>Data</li><li>Readiness to scale or raise capital</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Does the product solve a problem the market pays to solve?</li><li>Is the growth sustainable?</li><li>What limits scale?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a diagnosis of product, traction and operations, with risks, opportunities and priorities for the next phase.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=startup">Start the Startup assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-startup-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Small and mid-sized business {#pme}

<div class="seg-card" id="seg-pme">
<p class="seg-for"><strong>Who it is for:</strong> operating businesses that want to grow with better margins and less improvisation.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Sales and channels</li><li>Pricing</li><li>Costs and margin</li><li>Processes</li><li>Financial management</li><li>Use of technology</li><li>Dependence on the owner</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Where is the company losing money or time?</li><li>What is keeping it from the next revenue level?</li><li>What can be automated?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> the real bottlenecks in the business, quick-win opportunities and a direction for growth.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=pme">Start the Small and mid-sized business assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-pme-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Family business {#empresa-familiar}

<div class="seg-card" id="seg-empresa-familiar">
<p class="seg-for"><strong>Who it is for:</strong> businesses where family and company move forward together.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Governance</li><li>Roles and decisions</li><li>Succession</li><li>Professionalization of management</li><li>Family assets</li><li>Alignment between the family's goals and the business's goals</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Who decides what?</li><li>Is the company ready for the next generation?</li><li>Where does the family relationship help the business and where does it hold it back?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a clear reading of governance and management, with paths to professionalize without losing the essence.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=empresa-familiar">Start the Family business assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-empresa-familiar-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Established company {#empresa-consolidada}

<div class="seg-card" id="seg-empresa-consolidada">
<p class="seg-for"><strong>Who it is for:</strong> companies with an established market and operation that are looking for their next cycle.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Positioning and differentiation</li><li>Operational efficiency</li><li>New products and markets</li><li>Technology transformation</li><li>Use of data</li><li>Artificial intelligence</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Will what got the company here still take it forward?</li><li>Where are the new sources of revenue?</li><li>What no longer makes sense?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a diagnosis of the current moment and scenarios for the next strategic move.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=empresa-consolidada">Start the Established company assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-empresa-consolidada-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Business group {#grupo-empresarial}

<div class="seg-card" id="seg-grupo-empresarial">
<p class="seg-for"><strong>Who it is for:</strong> groups with several companies, brands or business units.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>The business portfolio</li><li>Synergies</li><li>Corporate and management structure</li><li>Capital allocation</li><li>Shared services</li><li>Consolidated data</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Which businesses create the most value?</li><li>Where is there overlap or an opportunity for integration?</li><li>How do you decide where to invest?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> an integrated view of the group, with portfolio priorities and synergy opportunities.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=grupo-empresarial">Start the Business group assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-grupo-empresarial-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Manufacturing {#industria}

<div class="seg-card" id="seg-industria">
<p class="seg-for"><strong>Who it is for:</strong> manufacturers and industrial operations.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Sales channels</li><li>Relationships with distributors and end customers</li><li>Productivity</li><li>Costs</li><li>Supply chain</li><li>Production technology</li><li>New channels and markets, including international ones</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Does the business depend on a few channels or customers?</li><li>Is there room to sell direct or to a new audience?</li><li>Where does the operation lose efficiency?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a commercial and operational diagnosis, with channel, market and efficiency opportunities.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=industria">Start the Manufacturing assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-industria-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Retail {#varejo}

<div class="seg-card" id="seg-varejo">
<p class="seg-for"><strong>Who it is for:</strong> brick-and-mortar stores, chains and e-commerce operations.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Customer experience</li><li>Product mix</li><li>Physical and digital channels</li><li>Inventory</li><li>Margin per store and per product</li><li>Loyalty</li><li>Sales data</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Where is margin being lost?</li><li>Do customers come back?</li><li>Do the channels work together?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a diagnosis of sales, operations and experience, with priorities for profitable growth.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=varejo">Start the Retail assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-varejo-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Services {#servicos}

<div class="seg-card" id="seg-servicos">
<p class="seg-for"><strong>Who it is for:</strong> professional services firms, agencies, consultancies, healthcare, education and other people-based operations.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Positioning</li><li>Value proposition</li><li>Pricing</li><li>Sales process</li><li>Team capacity</li><li>Delivery standardization</li><li>Recurring revenue</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Does the company sell hours or results?</li><li>Does delivery depend on a few people?</li><li>How do you grow without losing quality?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a diagnosis of positioning, sales and operations, with paths to scale delivery.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=servicos">Start the Services assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-servicos-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Franchise {#franquia}

<div class="seg-card" id="seg-franquia">
<p class="seg-for"><strong>Who it is for:</strong> franchisors and businesses that want to become replicable.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>The business model and its replicability</li><li>Process standardization</li><li>Network support</li><li>Franchisee unit economics</li><li>Brand</li><li>Expansion plan</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Does the business work without the founder?</li><li>Is the unit profitable for the franchisee?</li><li>Is the network ready to grow?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a diagnosis of the model and the network, with priorities to standardize and expand.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=franquia">Start the Franchise assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-franquia-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Personal brand {#marca-pessoal}

<div class="seg-card" id="seg-marca-pessoal">
<p class="seg-for"><strong>Who it is for:</strong> experts, creators and professionals who are their own brand.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Positioning</li><li>Authority</li><li>Audience and channels</li><li>Products and services</li><li>Revenue models</li><li>Dependence on personal presence</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>What do you want to be remembered for?</li><li>How do you turn an audience into revenue?</li><li>How do you grow without depending only on your own time?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a diagnosis of positioning and revenue model, with a direction to build the brand as a business.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=marca-pessoal">Start the Personal brand assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-marca-pessoal-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Public institution {#instituicao-publica}

<div class="seg-card" id="seg-instituicao-publica">
<p class="seg-for"><strong>Who it is for:</strong> public agencies and institutions.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>Services provided to citizens</li><li>Internal processes</li><li>Technology and data</li><li>Transparency</li><li>Communication</li><li>Legal and budget constraints</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Where do citizens face the most friction?</li><li>Which processes can be simplified or digitized?</li><li>Which legal limits guide the choices?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a diagnosis of services and processes, with priorities for efficiency and digital transformation within the law.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=instituicao-publica">Start the Public institution assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-instituicao-publica-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## Multinational {#multinacional}

<div class="seg-card" id="seg-multinacional">
<p class="seg-for"><strong>Who it is for:</strong> global companies and companies that want to operate in other countries, including entering the US or Brazilian market.</p>
<div class="seg-cols"><div><p class="seg-h">What we assess more deeply</p><ul class="seg-tags"><li>The target market</li><li>Local competition</li><li>Product and brand adaptation</li><li>Operating structure</li><li>Legislation</li><li>Partnerships</li><li>Entry channels</li></ul></div><div><p class="seg-h">Key questions</p><ul class="seg-qs"><li>Does the target market want what you offer?</li><li>What needs to be adapted?</li><li>What is the lowest-risk entry path?</li></ul></div></div>
<p class="seg-get"><strong>You receive:</strong> a reading of the market and of the operation required, with entry scenarios and priorities.</p>
<div class="seg-actions"><a class="doc-cta-btn" href="/en/form-assessment/?perfil=multinacional">Start the Multinational assessment →</a><a class="seg-pdf" href="/downloads/instfy-assessment-multinacional-en.pdf" download>⬇ Download the questionnaire (PDF)</a></div>
</div>

## How to request an assessment

<ol class="steps">
<li>Choose your profile above and click <strong>Start the assessment</strong>: the form opens with the questions for your segment. If you prefer, download the questionnaire PDF first to see everything you will be asked.</li>
<li>We will have an initial conversation to understand the situation and confirm the most suitable segment.</li>
<li>You receive the assessment proposal, with scope, timeline and investment.</li>
<li>After you sign on, follow the guide [I just hired Instfy](#/instfy-onboarding).</li>
</ol>

Prefer to talk first? Write to <strong>relationship@instfy.com</strong>.

## Frequently asked questions

### What is the difference between an assessment and the Discovery?

The assessment is the starting point of the Discovery: the initial diagnosis tailored to your type of business. The full Discovery deepens that reading and produces the strategic snapshot that underpins the project proposal.

### My business fits more than one segment. What now?

That's common. A family business can also be a manufacturer, for example. In the initial conversation we combine the focus areas of the segments that make sense for you.

### Do I need a lot of data to do the assessment?

No. Share what you have: part of the work is precisely organizing the existing information and identifying what is missing.

### Does the assessment already include the solution?

It provides the diagnosis, the opportunities, the risks and a direction. The detailed solution is designed in the following stages of the methodology, based on what was discovered.

## Next steps

:::related
instfy-onboarding, methodology, how-we-work, services
:::