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Late-stage investor selection scorecard

Which funding source best fits the company's capital need, governance, strategy, and future path?

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Start with a clear working structure.

The late-stage investor selection scorecard turns a recurring piece of work into a record that another person can understand and continue. The working view makes follow-on capital, public signal, and strategic value visible so discussion can move from general opinion to a specific action or decision.

Late-stage investor selection scorecardGuided working template
Step 1Context and intent

Complete follow-on capital with the specific fact, choice, evidence, owner, and review implication required by the late-stage investor selection scorecard. Complete public signal with the specific fact, choice, evidence, owner, and review implication required by the late-stage investor selection scorecard. Complete the remaining items so this section is ready for review and use.

Step 2Assessment and design

Complete board with the specific fact, choice, evidence, owner, and review implication required by the late-stage investor selection scorecard. State the required amount and timing, the source or constraint, the opportunity cost, and the decision rule for changing the allocation. Complete the remaining items so this section is ready for review and use.

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