Bertie
search
auto_awesomeActioninventory_2Consultant review
Action 3 · Task 41 · Group 3

Assemble Venture Assets and Role Requirements

Collect the venture's current roadmap, cap table constraints, traction metrics, and operational workflows to inform candidate evaluation. Synthesise these operational realities into a structured recruitment pack that transparently reflects the company's current stage and equity pool.

Objective

Gathering these inputs ensures candidate discussions are grounded in transparent, real-world venture data and realistic equity offers. It guarantees that candidate evaluation is conducted against actual operational demands rather than vague assumptions.

What's expected from the founder

Compile a co-founder briefing dossier containing the venture roadmap, current financial runway, equity availability, and immediate 90-day deliverables. Ensure all IP ownership status and existing founder contribution records are fully documented and accessible.

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 accurately does your venture dossier reflect the actual runway, traction, and technical debt of the business?

  2. 2

    Are your equity allocation parameters realistic enough to attract a high-calibre candidate without damaging future fundraising?

  3. 3

    What IP or background contributions need to be formalised before presenting this opportunity to a prospective co-founder?

  4. 4

    How do your 90-day venture goals translate into clear, measurable deliverables for the incoming co-founder?

  5. 5

    What gaps in your current venture documentation might create misalignment or mistrust during candidate due diligence?