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auto_awesomeActioninventory_2Consultant review
Action 1 · Task 159 · Group 8

Gather Core Venture and Intake Data

The founder gathers all current documents, metrics, pitch materials, and baseline venture data required to establish the cohort entry status. They centralise team profiles, initial traction indicators, pre-programme commitments, and Cap Table details into a single intake repository. This creates an unverified raw dataset representing the venture at the exact point of programme entry.

Objective

Completing this action compiles the baseline data required to evaluate the venture at entry. It provides the empirical foundation for the baseline snapshot, preventing downstream misdiagnoses caused by missing or outdated venture information.

What's expected from the founder

The founder must provide a populated intake folder containing the current business model, cap table, team biographies, and historical financial logs. All claims regarding pre-programme traction must be backed by raw data exports, bank statements, or signed customer agreements.

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

    What primary evidence supports the historical traction metrics provided in this initial intake dataset?

  2. 2

    Why have you omitted recent customer acquisition logs or cap table notes from this collection?

  3. 3

    How do you verify that the team availability commitments made during application match current operational realities?

  4. 4

    Which specific financial inputs reflect verified bank balances rather than projected revenue streams?

  5. 5

    How does the completeness of this baseline dataset compare with the standard data room required by institutional seed investors?