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arrow_back Group 21: Portfolio, Alumni & Longitudinal Venture Support
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Task 378 · Group 21

Follow-On Support Trigger Review

Follow-On Support Trigger Review helps the founder or programme team critically review post-programme gaps, next support, mentors and investor layer triggers. Within Portfolio, Alumni & Longitudinal Venture Support, 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 Follow-On Support Trigger Review. The objective is to remove ambiguity around post-programme gaps, next support, mentors and investor layer triggers, 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 Follow-On Support Trigger 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

programme history; latest venture status; milestone record; alumni/portfolio data; follow-on support options; existing artefact to review; specific context for post-programme gaps, next support, mentors and investor layer triggers.

Actions in this task
6 actions
  1. The founder compiles all existing documentation regarding post-programme performance, current support structures, and active trigger metrics. This includes compiling current runway estimates, founder capability logs, mentor session notes, and existing investor update frameworks into a single review location.

    Objective

    Completing this action aggregates all fragmented operational and governance inputs into a unified reviewable data set. It establishes a transparent baseline that prevents selective memory when evaluating whether existing follow-on support mechanisms are actually functioning.

    What's expected

    The founder must present an audited inventory of current support assets, active investor contact logs, and explicit trigger rules currently documented in the venture data room. This documentation must explicitly list historical intervention points alongside current operational metrics.

    Consultant stress-test · 5 questions
    1. 1.What primary data sources did you rely on to verify that these support triggers are currently active rather than theoretical?
    2. 2.How have you ensured that the assembled record reflects objective operational health rather than optimistic founder narrative?
    3. 3.Where are the documentation gaps between your operational reality and the formal updates provided to existing mentors?
    4. 4.Why did you select these specific operational metrics as the primary indicators for support intervention?
    5. 5.How does this assembled evidence base compare with the performance thresholds agreed at the end of the core programme?
    Open action arrow_forward
Expected outputs
  • A data-room asset titled Follow-On Support Trigger 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 post-programme gaps, next support, mentors and investor layer triggers, create a visible milestone in the founder journey, and generate one or more recommended next tasks
AI co-pilot support

Bertie co-pilot compares past programme records with current status, identifies re-entry needs, tracks outcomes and recommends follow-on support. For this task, it should focus on post-programme gaps, next support, mentors and investor layer triggers, 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