The scoreboard, and what is not on it. The hard targets, how often each is actually
looked at, and the quiet signals that never reach a dashboard.
Deal Screening Volume
The number of inbound pitches and sourced companies you review and log into our CRM each week.
Target · 50+ companies screened weekly You've gone through 65 pitch decks, added them to Affinity, and flagged 5 that look promising for further review. That's a good week.
CRM Data Accuracy & Completeness
How well you're keeping our deal flow database (Affinity) updated with correct information and all required fields for each company.
Target · 99% accuracy in data entry for new deals Your Associate pulls a report of your recent entries and finds only one minor typo in a founder's name out of 100 entries – that's excellent.
Initial Company Snapshot Turnaround
The speed at which you can put together a basic profile (market, team, tech summary) for a company once it's been flagged as interesting.
Target · Initial snapshots delivered within 48 hours of request A Principal asks for a quick overview of 'QuantumLeap AI' on Monday morning; you send a concise summary by Wednesday lunchtime, giving them enough to decide if it's worth a first meeting.
Market Research Contribution
The number of research reports or market maps you contribute to, providing specific data points or company lists.
Target · Contribute to 2-3 significant market research projects per quarter For our 'Future of Food Tech' thesis, you've identified 15 relevant startups in the UK and provided key funding rounds for each, helping the team build a more complete picture.
Quality of Initial Assessment
How well your initial screening notes capture the essence of a startup's potential fit (or lack thereof) against our investment thesis.
- Your screening notes consistently highlight the core business model, key competitive advantages, and potential strategic relevance (or clear reasons for a 'pass'). Your Associate finds your summaries genuinely helpful and rarely needs to re-read the original pitch deck to understand your reasoning.
Proactiveness in Learning
Your initiative in understanding new technologies, market trends, and venture capital concepts, even without being explicitly asked.
- You're asking thoughtful questions during team meetings, sharing interesting articles about emerging tech you've read, or you've taken the initiative to complete an online course on venture finance. You're not just waiting to be told what to learn.
Team Collaboration & Support
How effectively you work with and support your immediate team, especially your Associate, making their job easier.
- You're quick to offer help when someone's swamped, you anticipate what information your Associate might need for a meeting, and you take feedback on board constructively. People genuinely enjoy working with you.
Attention to Detail in Data
The accuracy and thoroughness of the data you collect and input, whether it's in Excel models or our CRM.
- Your financial model inputs are always checked, your company profiles don't have typos, and you catch small discrepancies that others might miss. You're the person who notices if a funding round date is off by a year.