Resources / Sample Dossier

Sample Venture Dossier

A preview of the intelligence output generated by the Institutional Venture Pipeline. Full dossiers include financial models, competitive analysis, due diligence summaries, and investor presentation decks.

Venture Feasibility Dossier — Generated by The Factory

Executive Summary

Venture Concept: [Target Venture Name]

Feasibility Score: 74/100 — Proceed to Due Diligence

Stage: Concept Evaluation | Date: [Current Date]

Scoring Breakdown

DimensionScoreWeightWeighted
Founder Alignment8/1020%16.0
Customer Opportunity7/1020%14.0
Customer Definition & Access6/1015%9.0
Venture Model Evaluation8/1020%16.0
Financial Feasibility6/1015%9.0
Entrepreneurial Fit7/1010%7.0
Total100%71.0

Key Strengths

  • Strong market demand validated through 12 customer interviews with confirmed purchase intent
  • Founder team has relevant domain expertise and prior exit experience in adjacent market
  • Defensible technology position with 2 provisional patents filed and clear IP moat

Key Risks

  • Capital requirements exceed initial projections by 30% — funding gap must be addressed before proceed
  • Customer concentration risk — top 3 prospects represent 60% of projected Year 1 revenue
  • Time-to-market window estimated at 18 months; competitor activity in adjacent space accelerating

Recommended Next Steps

  1. Commission full due diligence with focus on financial model validation and sensitivity analysis
  2. Expand customer discovery to 25+ interviews to reduce concentration risk
  3. Engage patent attorney for full prior art review and freedom-to-operate analysis
  4. Begin strategic partner discussions for go-to-market acceleration and channel access

Due Diligence Checklist

  • ☐ Financial model audit and scenario analysis
  • ☐ Customer reference calls (minimum 5)
  • ☐ Technology architecture review
  • ☐ Competitive landscape deep dive
  • ☐ Regulatory compliance assessment
  • ☐ Team background verification