Activation Point
Dashboard
High-level overview of your pipeline and KPIs
Pipeline Overview
Entrepreneurial Fit
Are you an entrepreneur?
Inherent Traits (Mindset and Personality)
Rate yourself on a score of 1-5. 1 (No), 2 (Minimal), 3 (Kind of), 4 (Often/Mostly), 5 (100%)
Learnable Skills (Knowledge and Abilities)
Rate yourself on a score of 1-5. 1 (No), 2 (Minimal), 3 (Kind of), 4 (Often/Mostly), 5 (100%)
Summary
Commitment & Risk
Are you sure you want to do this?
Are you sure you want to do this?
Rate yourself on a score of 1-5. 1 (No), 2 (Minimal), 3 (Kind of), 4 (Often/Mostly), 5 (100%)
Core Competencies
Define your core competencies (Hard Skills)
Define your core competencies (Hard Skills)
Rate yourself on a score of 1-5. 1 = no expertise, 2 = understands the basics, 3 = Understands basics + some relevant experience, 4 = Above average understanding and experience but not a domain expert, 5 = Expert
Goals & Economics
Defining your goals
How important is each of these to you?
Rate yourself on scale 1-5. 1=who cares, 2=not really, 3=neutral, 4=very, 5=extremely
What do you hope to pay yourself in salary?
Enter in USD amount.
Extended questions
Answer the below questions.
Summary
Work & Leadership Style
Define your work style
Work Style
Rate yourself 1-4. 1=Director, 2=Promoter, 3=Thinker, 4=Collaborator
Communication Style
Decision Making
Management & Leadership style
Summary
Time Allocation Preferences
Define What you want to work on
Define What you want to work on
Rate yourself 1-5. 1 = Do not want to spend time, 2 = Minimal time (only when necessary), 3 = Some time but not a major focus, 4 = Significant time (enjoy this aspect), 5 = Core part of my role (want to spend most of my time here)
Search Readiness
Are you Ready to Search?
Are you Ready to Search?
Answer Yes or No.
Deal Box (Personal Lens)
When you evaluate an opportunity, make sure you can say yes to most of these before closing a deal
Personal Considerations
When you evaluate an opportunity, make sure you can say yes to most of these before closing a deal
Business Considerations
When you evaluate an opportunity, make sure you can say yes to most of these before closing a deal
Personal Assessment
Complete your personal assessment questionnaire
Your Strike Zone
Derived summary of your preferences and constraints
Your Strike Zone
This page summarizes your preferences and constraints derived from your Personal Assessment responses.
This summary is derived from your responses in:
- Goals & Economics - Personal economics and constraints
- Goals & Economics - Geography preferences
- Goals & Economics - Industry preferences
- Time Allocation Preferences - How you want to spend your time
- Deal Box (Personal Lens) - Non-negotiables
This page will be automatically populated with your assessment data. You can edit the source sections using the links above.
First Blush
Initial deal evaluation checklist
First Blush Evaluation
Answer Yes or No for each question.
Deal Pipeline
Toolbox
Access to calculation and analysis tools
SBA Calculator
Calculate SBA loan terms and payments
CIM Analyzer
Analyze Confidential Information Memorandums
LOI Generator
Generate Letter of Intent documents