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auto_awesomeActioninventory_2Consultant review
Action 6 · Task 189 · Group 10

Secure Data Room Assets and Map Next Steps

File the finalised Investor Continuity artefact in the data room, update the core venture DNA records, and determine the immediate follow-on task. The founder logs verified investor data and selects the next operational or governance priority.

Objective

This action secures the institutional memory of the venture and ensures seamless integration with subsequent growth tasks. It provides immediate clarity on whether to progress, repeat, or escalate the investor strategy.

What's expected from the founder

The founder updates the investor relations section of the data room with the finalised artefact, updates the venture DNA status, and selects a recommended next task. The output must state clearly whether the venture should progress, gather stronger evidence, or seek expert governance support.

psychologyBertie consultant stress-test

Five questions an expert would ask when reviewing your output

Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.

  1. 1

    How does placing this asset in the data room improve the speed of incoming investor due diligence?

  2. 2

    What specific update to your venture DNA reflects your revised follow-on funding assumptions?

  3. 3

    Why is the recommended next task the most logical strategic step following this investor audit?

  4. 4

    How will you maintain the integrity of this data-room asset as investor relationships evolve?

  5. 5

    What trigger conditions will require you to revisit and repeat this task before your next fundraise?