---
title: "Adviser brief: send this before requesting a quote"
slug: "next-steps/adviser-brief-send-this-before-requesting-a-quote"
section: "Next steps"
description: "Decision: [one precise question]. Decision deadline and irreversible event: [date]. Company stage and constraints: [redacted]. Known evidence / contradicto"
internal_only: false
---

# Adviser brief: send this before requesting a quote

**Decision:** [one precise question]. **Decision deadline and irreversible event:** [date]. **Company stage and constraints:** [redacted]. **Known evidence / contradictory facts:** [sources]. **Alternatives needing comparison:** [at least three]. **Required deliverables:** [memo, options, downside, one live review, stop triggers]. **Conflicts:** [investments/referrals/follow-on revenue/sponsor reporting]. **Data and AI terms:** [approved/restricted]. **Fee:** [full fixed cost or cap including extras]. **Authority:** [founder/board retains choice].