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Task 237 · Group 12

Research Opportunity Intake

Research Opportunity Intake helps the founder or programme team complete a focused intervention on research output, IP, TRL, researchers and possible applications. Within University & Research Commercialisation, it turns a broad or uncertain area of the venture into a concrete Bertie work product that can be reviewed, improved and reused. The task is intentionally discrete: it should produce a specific artefact, decision, evidence item or risk signal rather than general learning notes.

Objective

Complete a focused intervention that advances Research Opportunity Intake. The objective is to remove ambiguity around research output, IP, TRL, researchers and possible applications, 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.

When this task is assigned

Bertie or a programme manager assigns Research Opportunity Intake 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.

Dependencies & prerequisites

research asset; IP or publication status; research team; technology maturity; candidate applications; specific context for research output, IP, TRL, researchers and possible applications.

Actions in this task
6 actions
  1. Establish the precise boundary and objectives for evaluating the research output before committing venture resources. Align the academic team and commercial founders on what success looks like for this specific intake cycle.

    Objective

    Clarifying the purpose ensures the commercialisation team focuses exclusively on high-potential research assets rather than open-ended academic inquiry. This prevents wasted effort on uncommercialisable IP and sets a rigorous baseline for downstream triage.

    What's expected

    Define a clear scope statement detailing the specific research project, academic lab, and target commercialisation pathways under review. Produce a signed-off task charter that explicitly outlines the commercial evaluation criteria.

    Consultant stress-test · 5 questions
    1. 1.What specific commercial trigger prompted this research intake evaluation at this precise time?
    2. 2.How have you aligned the principal investigator's personal goals with this commercialisation objective?
    3. 3.Why did you define this particular scope instead of including adjacent lab IP or research streams?
    4. 4.What explicit boundary conditions will cause you to abandon this opportunity early?
    5. 5.How does this intake exercise directly support the broader spinout or licensing strategy of the university?
    Open action arrow_forward
Expected outputs
  • A data-room asset titled Research Opportunity Intake
  • A clear task output, updated venture DNA and recommended next action
  • It should update the venture DNA with specific evidence or decisions about research output, IP, TRL, researchers and possible applications, create a visible milestone in the founder journey, and generate one or more recommended next tasks
AI co-pilot support

Bertie co-pilot translates research language into commercial hypotheses, structures IP and application evidence, and recommends spinout, licence or discovery tasks. For this task, it should focus on research output, IP, TRL, researchers and possible applications, prompt the founder for missing inputs, draft or improve the output, flag weak assumptions, and record the result back into the relevant data-room section.

Advisor / human support

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.

scienceTry the loop: co-pilot simulation

Draft your output and let Bertie review it