Bertie
search
auto_awesomeActioninventory_2Consultant review
Action 2 · Task 119 · Group 7

Evaluate Capital Pathway Fit Across Options

Systematically assess grants, angel investment, venture capital, revenue-based finance, debt, and strategic corporate funding against the venture profile. Evaluate dilution, control, speed to close, eligibility, and strategic alignment for each instrument.

Objective

Completing this action provides an objective, evidence-based ranking of capital sources suited to the venture's current stage and business model. It prevents the founder from wasting critical time chasing incompatible capital types, preserving momentum and leadership focus.

What's expected from the founder

Deliver a structured comparison matrix evaluating all six funding pathways with explicit rationale for inclusion or exclusion. Include documented eligibility checks, such as SEIS/EIS advance assurance applicability for UK angels or specific Innovate UK grant criteria.

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 prioritised VC equity over non-dilutive grant funding or venture debt given your current revenue traction?

  2. 2

    What hard evidence confirms that your venture meets the strict mandate and return expectations of institutional angels or VCs?

  3. 3

    How do the governance terms and board seats demanded by strategic corporate investors impact your operational autonomy?

  4. 4

    If SEIS/EIS tax relief is central to your angel strategy, what risk factors could jeopardise your HMRC advance assurance application?

  5. 5

    Where does revenue-based financing break down under your projected gross margins and cash conversion cycle?