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arrow_back Group 7: Funding, Grants & Investment Readiness
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Task 126 · Group 7

Horizon / Consortium Readiness

Horizon / Consortium Readiness helps the founder or programme team complete a focused intervention on EU consortium role, partners, work packages, impact and budget. 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.

Objective

Complete a focused intervention that advances Horizon / Consortium Readiness. The objective is to remove ambiguity around EU consortium role, partners, work packages, impact and budget, 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 Horizon / Consortium Readiness 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

venture thesis; customer evidence; product roadmap; financial assumptions; current funding objective; specific context for EU consortium role, partners, work packages, impact and budget.

Actions in this task
6 actions
  1. Establish why the venture is seeking Horizon Europe or international consortium grant funding at this specific growth phase. Map how non-dilutive collaborative R&D funding aligns with the technology roadmap without distracting from commercial go-to-market priorities.

    Objective

    Clarifying the purpose ensures the venture engages with European consortiums for strategic advantage rather than desperate grant chasing. It aligns non-dilutive funding targets with core IP development, preventing costly strategic drift across complex multi-partner programmes.

    What's expected

    The founder must document a clear strategic rationale linking Horizon funding to specific technological or validation milestones. This must include explicit boundaries on acceptable IP leakage, time commitments, and required match-funding capacity.

    Consultant stress-test · 5 questions
    1. 1.What specific technological milestone are you targeting through Horizon that cannot be funded faster by private capital or domestic grants?
    2. 2.How will participating in a multi-partner European consortium impact your core product roadmap and go-to-market timeline?
    3. 3.What operational evidence demonstrates that your team has the capacity to manage EU administrative overhead without compromising core execution?
    4. 4.Why is a collaborative consortium structure superior to an internal R&D effort for this specific innovation?
    5. 5.How does this funding call align with your long-term venture valuation and subsequent private investment rounds?
    Open action arrow_forward
Expected outputs
  • A data-room asset titled Horizon / Consortium Readiness
  • A clear task output, updated venture DNA and recommended next action
  • It should update the venture DNA with specific evidence or decisions about EU consortium role, partners, work packages, impact and budget, create a visible milestone in the founder journey, and generate one or more recommended next tasks
AI co-pilot support

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 EU consortium role, partners, work packages, impact and budget, 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