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auto_awesomeActioninventory_2Consultant review
Action 3 · Task 280 · Group 14

Assemble Venture Data and Investment Collateral

Collate all required venture evidence including unit economics, total addressable market calculations, cap table structures, and previous grant or regional funding records. Verify that all metrics conform to national institutional standards and regulatory disclosure requirements.

Objective

Gathering these inputs equips the venture with the rigorous evidence required by institutional and national-level funds during initial screening. It underpins the parent task by ensuring that subsequent investment narrative proposals are fully backed by audited, audit-ready venture data.

What's expected from the founder

A complete baseline dossier comprising verified financial models, historical cap table data, intellectual property disclosures, and public grant award notices. The founder must demonstrate data consistency across all operational, financial, and regulatory records.

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 robustly audited are your unit economics when subjected to institutional due diligence standard methodologies?

  2. 2

    What gaps exist between your current reporting metrics and the standard reporting requirements of national venture funds?

  3. 3

    How clearly does your cap table demonstrate clean ownership without unmanaged option pools or encumbering debt?

  4. 4

    What evidence do you have that your market sizing methodology holds up under national regulatory or public body scrutiny?

  5. 5

    How have you ensured that your intellectual property assignment documentation is fully clean and unencumbered?