Bertie
search
arrow_back Group 19: Continuous AI, Advisor & Data-Room Intelligence
auto_awesomeAI Co-Pilotinventory_2Data-room outputperson_checkAdvisor checkpoint
Task 356 · Group 19

AI Scenario Review

AI Scenario Review helps the founder or programme team critically review which assumptions move runway, revenue, cash and survival outcomes. Within Continuous AI, Advisor & Data-Room Intelligence, 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

Critically test the quality, consistency and readiness of AI Scenario Review. The objective is to remove ambiguity around which assumptions move runway, revenue, cash and survival outcomes, 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 AI Scenario Review 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

current venture DNA; latest task outputs; data-room state; open assumptions; programme or founder goal; existing artefact to review; specific context for which assumptions move runway, revenue, cash and survival outcomes.

Actions in this task
6 actions
  1. Pull together the current financial model, scenario parameters, baseline metrics, and supporting data-room evidence required for the scenario review. Consolidate current assumptions regarding cash burn, pricing, sales velocity, and fundraising timelines into a structured review package. Ensure all underlying files, advisor notes, and operational logs are fully accessible for systematic audit.

    Objective

    Completing this action compiles a single source of truth containing all quantitative inputs and qualitative context required to model venture scenarios. It establishes the baseline data set for the AI scenario review, ensuring subsequent stress-testing is grounded in current operational reality rather than outdated figures.

    What's expected

    The founder must deliver an organised data-room folder containing the active financial model, historical cash flow statements, and documented operational metrics. A clear inventory of key scenario variables and underlying evidence sources must be formally recorded.

    Consultant stress-test · 5 questions
    1. 1.What primary data sources validate the baseline burn rate and revenue velocity used in this scenario package?
    2. 2.How recently were the operational assumptions in this data room updated to reflect actual performance?
    3. 3.Which key financial inputs currently rely on founder intuition rather than empirical data-room evidence?
    4. 4.How have you ensured that offline commitments or unwritten advisor feedback are captured in this review file?
    5. 5.Why is this specific dataset sufficient to run a meaningful scenario audit at this stage of venture maturity?
    Open action arrow_forward
Expected outputs
  • A data-room asset titled AI Scenario Review
  • A review note with a verdict, evidence gaps, risks, recommended corrections and a clear continue / repeat / escalate decision
  • It should update the venture DNA with specific evidence or decisions about which assumptions move runway, revenue, cash and survival outcomes, create a visible milestone in the founder journey, and generate one or more recommended next tasks
AI co-pilot support

Bertie co-pilot reads the full venture DNA, detects evidence gaps, contradictions and stale assets, and recommends the next best task with rationale. For this task, it should focus on which assumptions move runway, revenue, cash and survival outcomes, 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