Seven profiles. One file, read seven ways.
The investor profile is the second lock that — together with the context — frames the evaluation. The profile determines evidence thresholds, weight calibration and external-verification depth. The same file is read with a different tone under different profiles.
Seven investor profiles
GENERALAll Decision Tables
The balanced profile used when no specific investor profile is set. Evidence thresholds sit at mid-level; the weight matrix relies on context-based calibration. The default profile for most advisory reports.
BALANCED · MULTI-LENS · PRE-READVCVenture Capital
Expects high growth potential, a scalable business model and a clear exit scenario. Market size, team quality, investor relevance and follow-on readiness come to the fore. Higher tolerance for early-stage startups.
SCALE · FOLLOW-ON · EXITCVCCorporate Strategic Investor
Strategic fit, synergy potential and corporate integration are central. Unlike VC, alignment with the parent company's strategic interest — not financial return alone — comes to the fore. Adjacent to M&A potential.
SYNERGY · ACCESS · STRATEGYFAMILY_OFFICEFamily Office
Capital preservation and balanced returns take priority. A tendency to avoid high-volatility early-stage investment; stable cash generation, low dilution risk and management quality come to the fore. A long-term partnership tone.
PRESERVATION · CASH · SUSTAINABILITYANGELIndividual Early-Stage
Conviction, narrative fit and founder profile are critical. Cheque sizes are smaller than other profiles, but personal interest and sector expertise sit at the front. Team-investor personal fit comes to the fore.
EARLY-STAGE · FOUNDER · MENTORSHIPSTRATEGICStrategic Investor
Investment directed at a specific industrial or operational objective. Non-financial motivations such as strategic control, technology access and market-share expansion come to the fore. Typically interested in minority-plus-control structures.
IP · CUSTOMERS · INTEGRATIONREGULATED_FUNDRegulated Venture Fund
A professional fund operating within a regulatory framework. Regulatory compliance, fund-size fit, investment-process auditability, exit timing and fund-startup match are critical. The most structured committee process of any profile.
COMPLIANCE · GOVERNANCE · EXITContext × profile produces a fixed evaluation chain — twelve in total.
Each Full-Chain configuration (K1–K12) fixes the constitutional setup, the governance-extension sequence, the active criteria sections and the workflow order for a given context-profile-depth combination.
General · General
Standard starting configuration; activates when context/profile is unclear or a general overview is requested.
Primary output · Standard memo · balanced score
Equity · VC
Equity-investment context, VC profile. Scalability, follow-on logic and growth-focused calibration.
Primary output · Growth-weighted memo · follow-on readiness
Equity · CVC
Equity-investment context, corporate-investor profile. Emphasis on strategic fit and portfolio integration.
Primary output · Strategic-fit memo · portfolio integration map
Equity · Family Office
Capital preservation, cash generation and distributable-earnings-focused calibration.
Primary output · Preservation memo · cash distribution analysis
Equity · Angel
Angel-investor profile. Early stage, founder quality and fast decisioning.
Primary output · Fast-screen memo · founder-quality flag
Equity · Strategic
Strategic investor. Sector synergy, joint value creation and potential exit-path guidance.
Primary output · Synergy memo · exit-path mapping
Equity · Regulated Fund
Regulated venture-fund profile. Structural investment discipline, fund mandate and LP-reporting compliance.
Primary output · Compliance memo · LP-ready report
Crowdfunding · General
Retail-investor confidence, campaign conversion, anchor logic and fairness.
Primary output · Campaign-sim memo · regulatory compliance map
Pre-Screen · General
Pre-screening for accelerators/incubators. Coachability, team and programme fit come to the fore.
Primary output · Cohort-screen memo · programme-fit signals
M&A · Strategic
M&A context, strategic-acquirer profile. Strategic fit, synergy and integration plan are critical.
Primary output · Acquisition memo · integration risk map
M&A · Financial
M&A context, financial-acquirer profile. Returns, exit and value-creation scenarios come to the fore.
Primary output · LBO scenario memo · exit logic
IPO Readiness
Regulatory compliance, public-disclosure discipline and institutional-reporting maturity.
Primary output · Readiness memo · governance gap map
Not sure which profile applies?
A short discovery engagement determines which profile-context combination matches your decision flow, and which Full-Chain configuration (K1–K12) follows from it. The walkthrough is non-binding and runs under mutual NDA.
Discuss your evaluation flowNo automated investment decision is made. Briefings scheduled under mutual NDA.