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auto_awesomeActioninventory_2Consultant review
Action 2 · Task 374 · Group 20

Establish Core Investor Fit Criteria and Weightings

Define explicit parameters across stage, sector thesis, geographical mandates, cheque size, and tactical value-add capability. Assign realistic weightings to each parameter based on the venture's immediate capital needs and strategic deficits.

Objective

Isolating these key parameters provides a quantitative framework to objectively evaluate potential capital partners. This directly delivers the core requirement of the parent task by converting vague investor preferences into measurable, stress-tested fit criteria.

What's expected from the founder

A fully parameterised scoring rubric detailing explicit definitions, point values, and weightings for stage, sector, geography, cheque size, and strategic value-add. The rubric must explicitly state non-negotiable disqualifiers for each dimension.

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

    Why have you weighted sector thesis higher than follow-on capital capacity at this specific venture stage?

  2. 2

    What specific evidence proves an investor's claimed value-add is actualised post-investment rather than mere marketing?

  3. 3

    How does your geography criterion account for cross-border tax considerations and legal entity structures?

  4. 4

    Is your minimum cheque size realistic given the lead investor's typical syndicate allocation requirements?

  5. 5

    What hard dealbreakers in an investor's portfolio composition immediately reduce their fit score to zero?