New Advisor Evaluation + Milestone Equity Tool
Use this before granting advisor equity. It creates an objective score, recommends whether to proceed, sets a conservative baseline equity range, and generates a milestone-based printout that can be emailed to you and the advisor.
Advisor Profile
Live Recommendation
Should This Person Become an Advisor?
Each category has five evidence-based criteria. Check only what is true or reasonably verifiable. Each checked item = 1 point. The form converts the raw score into a 100-point weighted recommendation.
Recommended Advisor Terms
Recommended Safeguard Language
Equity should vest only with active participation. If the advisor becomes inactive, fails to follow through on committed introductions, stops responding, creates conflicts, or no longer provides strategic value, the company may pause vesting, stop future milestone grants, re-scope the advisor role, or terminate the advisory relationship.
Specific Milestones That Increase Equity
Use this to give upside without over-granting upfront. Check milestones only after completion. You can include these milestones in the advisor printout so they know exactly how equity increases.
Auto-Generated Follow-Up Questions
Generated based on low-scoring categories, risk indicators, missing evidence, and the advisor type selected.
Advisor Evaluation Printout
This captures the recommendation, baseline equity, safeguards, and exact milestone triggers. Use it internally or email a cleaned version to the advisor.