Seed Round Quality Diagnostic

Establish a clear baseline and decision score for Seed Round Quality Diagnostic. The objective is to remove ambiguity around investor mix, signalling, round size and Series A conversion risk, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.

Bertie or a programme manager assigns Seed Round Quality Diagnostic when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.

traction metrics; team structure; financial model; operating rhythm; current scale bottlenecks; specific context for investor mix, signalling, round size and Series A conversion risk.

1. 1Gather Core Round and Investor Inputsexpand_more

   Assemble all capitalisation tables, term sheets, convertible instrument agreements, and investor ledgers associated with the seed round. Compile granular data on round sizing, valuation caps, ticket sizes, investor categories, and documented follow-on rights or obligations.

   Objective

   Completing this action consolidates all primary data points regarding the venture's current and target seed capitalisation structure into a single repository. It ensures the diagnostic relies on verified legal and financial reality rather than founder memory, establishing an unshakeable foundation for evaluating round health.

   What's expected

   The founder must provide a complete, verified data folder containing current cap tables, signed convertible notes or SAFE agreements, and target investor ledgers. Clear evidence of investor allocations, ticket sizes, and contractual rights must be explicitly documented.

   Consultant stress-test · 5 questions

   1. 1.What verified documentation proves the exact ownership percentages and rights currently reflected on your cap table?
   2. 2.How have you accounted for unallocated option pools or unpriced convertible instruments in your total round calculation?
   3. 3.Which specific investor commitment documents are legally binding versus non-binding soft commitments?
   4. 4.How complete is your record of historical investor discussions, including past rejections and explicit follow-on commitments?
   5. 5.Why are you confident that the round size and valuation history captured in these inputs reflect current market benchmarks for your sector?

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2. 2Analyse Investor Profile and Signalling Riskexpand_more
3. 3Score Round Health Against Benchmark Criteriaexpand_more
4. 4Audit Assumptions Against Hard Cap Table Evidenceexpand_more
5. 5Pinpoint Critical Seed Quality Gapsexpand_more
6. 6Define Actionable Interventions and Stage Decisionsexpand_more

• A data-room asset titled Seed Round Quality Diagnostic
• A diagnostic score, interpretation of the strongest and weakest signals, and a short list of priority interventions
• It should update the venture DNA with specific evidence or decisions about investor mix, signalling, round size and Series A conversion risk, create a visible milestone in the founder journey, and generate one or more recommended next tasks

A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.

Draft your output and let Bertie review it