The Assessor’s job
The Assessor is the first person to review an entrepreneur’s application after it is submitted. Their job is to decide whether a company is ready to pitch to the angel group — not whether to invest in it. The Assessor is acting as a quality filter: is this application complete, coherent, and sufficiently developed to be worth the group’s time at a pitch event?When Assessors are active
- Created — the application has just been submitted
- Screening — the Assessor is actively reviewing
- Pitching — the company has been invited to pitch; the Assessor may continue to support before handing over to a Project Lead
What Assessors can see and do
Available on all plans:- View all applications in the Created, Screening, and Pitching stages
- Review the entrepreneur’s submission in full
- Use the screening framework (8 dimensions) to assess readiness
- Ask the entrepreneur clarifying questions via the Q&A tool
- Move an application from Created to Screening, or from Screening to Pitching
- Decline an application at any stage
- Use AngelAI (subject to the group’s monthly AI response limit)
- Project Discussion — the shared team conversation on each deal
- Send group emails to members
AI response limits: Free groups have 50 responses per month across the whole group; Pro groups have 150; Scale groups have unlimited access.
Lead review generation — an AI-generated structured review of the entrepreneur’s submission — is available on the Scale plan only. Free and Pro Assessors see the coverage map and opportunity summary but not the full AI-generated review.
Typical Assessor workflow
- Receive notification that a new application has been submitted
- Open the application and read the entrepreneur’s submission
- Move the application to Screening
- Optionally generate a coverage map and lead review (Scale plan)
- Work through the screening framework
- Ask the entrepreneur any clarifying questions via Q&A
- Move to Pitching or decline with a recorded reason