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auto_awesomeActioninventory_2Consultant review
Action 4 · Task 158 · Group 8

Draft the Alumni Follow-On Portfolio Summary Artefact

Synthesise the collected data and status mapping into the formal Alumni Follow-On Stage artefact for portfolio review. Record explicit decisions regarding follow-on support allocation, venture progression, or escalation to specialised advisors.

Objective

Completing this structured artefact converts raw operational updates into a decision-ready governance document. It provides the venture building committee with a crisp recommendation on whether to advance, pivot, or pause dedicated support.

What's expected from the founder

Finalise the primary data-room asset titled Alumni Follow-On Stage, complete with founder status, verified progress summary, tailored support requests, and a clear progression recommendation. The document must culminate in a firm, evidence-backed decision on next steps.

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

    Does this artefact provide an uncompromisingly honest appraisal of the venture's current survival and growth prospects?

  2. 2

    What explicit commitments are you making in exchange for the requested follow-on support from the programme?

  3. 3

    How does this formal update change the risk profile of the venture for follow-on co-investors or corporate partners?

  4. 4

    Why is the recommended next action the most capital-efficient path forward for the business right now?

  5. 5

    How clear is the decision boundary between continuing active programme support versus transitioning the venture to self-serve alumni status?