Audit Existing Materials and Select Baseline Template
Audit all current founder materials, pitch drafts, and Bertie pitch templates to establish an initial foundation. Strip out outdated claims and consolidate validated data points into a single reference baseline. Map current progress directly against standard investor deck criteria.
Establishing a single source of truth prevents conflicting narratives across your pitch deck iterations. This streamlines the drafting process and ensures the deck is constructed using only vetted, up-to-date venture data.
Provide a clear inventory of existing assets mapped against the chosen deck template structure. Identify key gaps between legacy materials and current venture validation before drafting begins.
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
What criteria did you use to select this specific deck template over alternative structural formats?
- 2
How have you verified that the legacy materials included in this baseline reflect your current business model?
- 3
Which historical claims have you explicitly discarded during this audit, and what invalidated them?
- 4
How does this baseline structure address the specific information requirements of your targeted investor type?
- 5
Where in this baseline material do you foresee the highest risk of narrative fragmentation?