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When to move to Pitching

Move an application to Pitching when you are satisfied that:
  • The application is sufficiently complete and coherent
  • The team is credible enough to present to the group
  • The business opportunity is relevant to your group’s focus and stage
  • There are no obvious disqualifiers (e.g. clear EIS/SEIS ineligibility, a business model that is fundamentally unworkable)
You do not need the company to be perfect. The pitch stage exists precisely to allow the group to ask questions and form a view. You are making a judgment about pitch-readiness, not investment-readiness.

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How to move to Pitching

  1. Open the project
  2. Complete your screening assessment in the Screening tab
  3. Click Move to Pitching in the project header
  4. You will be prompted to assign a Project Lead — select the angel who will take responsibility for this deal through the pitch and into DD if it progresses
  5. Confirm the move
The entrepreneur is not automatically notified when a project moves to Pitching. Notification is handled separately — see below.

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Notifying the entrepreneur

Once a project is in the Pitching stage, the admin or Project Lead should contact the entrepreneur to:
  • Confirm they have been selected to pitch
  • Provide the date, time, and format of the pitch event
  • Set out any requirements (slide deck format, time limit, Q&A format)
This is currently handled outside AngelHub via email. A pitch event management feature is available on the Scale plan — see your admin for details.

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Declining instead

If the application is not suitable, decline it from the project menu. Record a brief reason — this is stored internally for the group’s reference. Common decline reasons:
  • Too early stage for the group’s focus
  • Outside the group’s sector or geography
  • Application too thin to assess — invited to reapply when further developed
  • Business model concerns that make the opportunity unsuitable
  • EIS/SEIS eligibility concerns
A declined application moves to the Declined archive. The entrepreneur can reapply in the future — declining does not permanently exclude them.

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Handing over to the Project Lead

Once a project moves to Pitching, the Project Lead takes primary responsibility. As the Assessor, you may be asked to brief the Project Lead on:
  • What you found during screening
  • Any specific concerns or questions that came up in the Q&A
  • Your overall impression of the team and the opportunity
Your screening notes are visible to the Project Lead in the project record, so a formal handover meeting is often not necessary — but a quick conversation can help, particularly if there are nuanced concerns that are hard to capture in notes.