Demo Day / Showcase Preparation
Demo Day / Showcase Preparation helps the founder or programme team execute and capture evidence for live pitch, demo, Q&A and investor follow-up. Within Funding, Grants & Investment Readiness, 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.
Run the activity and capture usable evidence for Demo Day / Showcase Preparation. The objective is to remove ambiguity around live pitch, demo, Q&A and investor follow-up, 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.
Bertie or a programme manager assigns Demo Day / Showcase Preparation 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.
venture thesis; customer evidence; product roadmap; financial assumptions; current funding objective; clear target or activity plan; specific context for live pitch, demo, Q&A and investor follow-up.
Identify the specific investor audience, key showcase objectives, and individual operational ownership for the event. Establish clear quantitative metrics for success, including follow-up meeting targets and data room access requests.
ObjectiveEstablishing clear objectives ensures the team aligns on the precise commercial purpose of the showcase rather than viewing it as a vanity exercise. It creates immediate accountability and defines the threshold against which event performance will be measured.
What's expectedThe founder must deliver a signed-off showcase brief detailing target investor profiles, defined conversion metrics, and assigned team roles for pitching, technical support, and networking. This must include an explicit statement of the desired post-event investor actions.
Open action arrow_forwardConsultant stress-test · 5 questions- 1.What specific investor profiles are you targeting, and why are they the priority for this showcase?
- 2.How did you determine that your conversion target is both realistic and sufficient to hit your overall round timeline?
- 3.Which team member owns post-event investor tracking, and what authority do they have to fast-track qualified leads?
- 4.Why would a target investor attend this showcase rather than request an introductory bilateral call?
- 5.How do your success criteria account for negative signals, such as complete drop-off during the live demonstration?
- A data-room asset titled Demo Day / Showcase Preparation
- A record of execution, evidence gathered, decisions made, follow-up actions and next conversion step
- It should update the venture DNA with specific evidence or decisions about live pitch, demo, Q&A and investor follow-up, create a visible milestone in the founder journey, and generate one or more recommended next tasks
Bertie co-pilot maps funder or investor criteria to evidence, drafts and reviews materials, simulates evaluator objections, and updates the funding record. For this task, it should focus on live pitch, demo, Q&A and investor follow-up, 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.
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.