Strategy & Funding Task
Trace every investor pitch claim
A pitch is being prepared, while its metrics, calculations, assumptions, and disclosures do not yet share one checked evidence trail.
“This is costing review time and creating disclosure risk around unsupported pitch claims right now.”
The result you need
Deliver a concise internal pitch draft whose material claims have dated sources, calculation owners, assumptions, and review status.
What is happening now
Where the work gets stuck
A chosen financing process requires an investor presentation or supporting evidence.
- When it starts
- The founder needs to review a pitch before counsel approves any external use.
- What makes it difficult
- A persuasive narrative can blur observed facts, calculations, forecasts, assumptions, and unsupported claims.
- What progress looks like
- Every material claim resolves to checked evidence or remains explicitly excluded from external material.
What to try next
Build a pitch claim-and-evidence map
Separate facts, calculations, assumptions, and forecasts before qualified reviewers inspect the pitch.
Before you act
Check these limits
- Keep Finance ownership of cash flow, runway, bookkeeping, spend, and accounting.
- Keep Sales ownership of customer acquisition and Product ownership of discovery and roadmap delivery.
- Use founder accounts as bounded evidence. Do not generalise them to every founder or entrepreneur in residence.
- Do not create offers, solicitations, term advice, investment or valuation benchmarks, legal interpretations, or automated decisions.
- Independent counsel and the qualified advisers for each applicable jurisdiction must review every external communication and transaction decision before use.
Sources
Check the research behind this advice
Read the sources before relying on a claim or recommendation.