Startup Advisor Board

A small advisory bench chosen for real gaps, signed on standard terms with vesting, kept useful with monthly updates and specific asks, and refreshed or wound down as the company changes.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Startup Advisor Board, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

200

Starter tasks

🚀 Founding & Startups

Startup Advisor Board

Recruiting startup advisors with relevant experience, agreeing what they will do and compensation, and actually using their help.

  1. Advisor gap map for the next eighteen months
  2. Advisor, mentor, consultant or investor for each gap
  3. Role cards for the first two advisor seats
  4. Advisor equity budget inside the option pool
  5. Standard advisor agreement drafted with your lawyer
  6. Advisor vesting, cliff and exit terms
  7. Advisor longlist from your second-degree network
  8. Advisor outreach note and one-page company brief
  9. Trial project before offering an advisor seat
  10. Monthly advisor update email
  11. Advisor relationship tracker
  12. Specific asks queue for each advisor
  13. Quarterly one-to-one with each advisor
  14. Advisor contribution log and quarterly value check
  15. Advisor introduction requests with double opt-in
  16. Twice-yearly group advisory session
  17. Advisor equity and paperwork register
  18. Confidentiality and information rules for advisors
  19. Annual advisor bench refresh
  20. Advisor equity norms at your stage
  21. Writing asks advisors can answer in ten minutes
  22. Advisor working sessions that end in a decision
  23. Weighing conflicting advice from two advisors
  24. Taking hard feedback from an advisor
  25. Spotting equity collectors before they join
  26. Thanking and crediting advisors properly
  27. Advisor conflicts of interest
  28. Formalising a helpful friend as an advisor
  29. Parting ways with an inactive advisor
  30. Resetting an advisor seat after the role changes
  31. Cash retainer or equity for a specialist advisor
  32. Moving an advisor onto the formal board
  33. Listing advisors on the website and pitch deck
  34. Swapping a famous name for an operator
  35. First advisor onboarding session
  36. Advisor review before a fundraise
  37. Advisor read of the launch plan
  38. Yearly advisor dinner
  39. Convening advisors for an urgent decision
  40. Solo founder's advisory bench as a sounding board
  41. First-time founder's first advisor
  42. Commercial advisor for a technical founding team
  43. Remote advisors for a founder in a small market
  44. Regulated-sector advisor for health or finance
  45. Advisors for a bootstrapped company without a pool
  46. Advisor grants across borders
  47. Advisor paperwork clean-up before a priced round
  48. Scientific advisory board for a deep tech company
  49. Advisor bench return on equity review
  50. Next-stage advisor bench for scaling

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Advisor gap map for the next eighteen months

Most founders recruit advisors they happen to admire, then discover nobody on the bench has done the thing the company is about to attempt. Listing the four or five bets of the next eighteen months, such as a first enterprise contract, a regulated launch or a hire you have never made, shows exactly which experience is missing and which is already covered by the team or investors.

First tasks

  • Write the company's five biggest bets for the next eighteen months
  • Mark beside each bet who on the team or cap table has done it before
  • Rank the uncovered gaps by the cost of getting them wrong
  • Draft a one-line ideal advisor profile for the top three gaps

Advisor, mentor, consultant or investor for each gap

Founders often offer equity for help that a mentor would give for free, a consultant would deliver faster for cash, or an angel would give in exchange for investing. Deciding the right relationship for each gap before any outreach keeps advisor equity for the people who will carry ongoing responsibility, and stops the bench growing by accident.

First tasks

  • Label each gap as advisor, mentor, consultant, investor or board seat
  • Write one sentence per gap on why that relationship fits
  • Move any one-off question out of the advisor column
  • Share the labelled list with your co-founder for challenge

Role cards for the first two advisor seats

An advisor asked to help with go-to-market will interpret that as anything from one coffee a year to rewriting your sales deck, and the mismatch surfaces months later as quiet resentment on both sides. A one-page role card per seat, stating the outcomes, the time expected and what the advisor will not be asked to do, becomes the basis of the conversation, the agreement and every later review.

First tasks

  • Write the two or three outcomes for the first advisor seat
  • Set the expected hours per month and the form of each contribution
  • List what the advisor will not be asked to do
  • Repeat the card for the second seat and add a review date to each

Make it yours.

Install Startup Advisor Board, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.