Scorecard
Compare proposed advisers on evidence, conflicts and delivery.
Compare the engagement.
Rate each criterion from 0–5. Unknown evidence earns no points. Edit weights to match your brief; they must total 100.
These are editorial thresholds, not proven quality categories. Scores never override legal, conflict or confidentiality gates. Saved only on this device.
Inside this section
Download the research ↓Score a specific proposed engagement, not an attractive biography
The buyer's question is whether an adviser will provide rigorous challenge on a named decision, with manageable downside and conflicts.
Weighted criteria and 0–5 anchors
For each criterion, record a 0–5 rating .
Excel / spreadsheet calculation example
For scores in B2:B10 and weights in C2:C10, the weighted total is =SUMPRODUCT(B2:B10,C2:C10)/5 if weights total 100.
Interpret cautiously
Compare score, buyer interpretation and action.
Non-negotiable hard stops
Explore the evidence and practical next steps for this question.
Reference call script
“Describe the last time the adviser challenged your original view.
Trial engagement structure
Send an identical two-page brief to two or three advisers.
Buyer versus sponsor screening
For portfolio-funded support, add an appendix: who pays, who decides whether the adviser remains, what the sponsor receives, limits on recording, founder consent and how reports can be challenged.
Scorecard record
Company / decision: ____ Adviser legal entity: ____ Date / reviewer: ____ Fee and term: ____ Evidence reviewed: ____ Weighted points: ____ Hard stops: ____ Conflicts: ____ Requested clarification: ____ Decision: engage / trial / no / defer.
Editorial self-assessment
Not independently validated