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Being assigned as Project Lead

You become Project Lead when an admin assigns you at the Pitching stage. You’ll receive a notification. Before the pitch, read the entrepreneur’s full submission and the Assessor’s screening notes in the Submission and Screening tabs.

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At the pitch

Your job at the pitch event is to listen actively and identify the questions that need answering in DD. During or immediately after the pitch, note:
  • What impressed you about the team
  • What was unclear or unconvincing
  • What the entrepreneur said that needs verifying
  • What was not covered that needs to be
Private notes — your personal workspace on each project — are available on Pro and Scale plans. On the Free plan, use the project Discussion to share observations with the team, or the Q&A tool to communicate formally with the entrepreneur.
Use AngelAI after the pitch. Describe what you heard and ask: “Based on this, what are the key things I need to investigate in due diligence?”

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Deciding whether to proceed to DD

After the pitch, the group needs to decide: proceed to due diligence, or decline. The key question is not “do we want to invest?” — it is “do we know enough to justify the time and cost of due diligence?” Use the project Discussion to coordinate the post-pitch conversation with assessors and interested angels. The entrepreneur is not part of the discussion — their channel remains Q&A.

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Moving to Due Diligence

When the group agrees to proceed:
  1. Open the project in AngelHub
  2. Click Move to Due Diligence
  3. A £50 charge confirmation appears — accept to proceed
  4. The project moves to DD and the full DD toolkit becomes available
The £50 DD charge applies on all plans including Free. It applies only when a pitch has been made, angels have expressed interest, and a lead investor has been appointed. Projects screened and declined before a pitch incur no per-project fee. The charge is per project, not per investor.

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Setting up the DD process

Once in DD:
  1. Review the coverage map — understand the scope of work across the 11 DD topics
  2. Use project Discussion to agree responsibilities — contact angels directly and use the discussion threads to coordinate who covers which area
  3. Contact the entrepreneur — use the Q&A tool to let them know DD has started and what you’ll need
  4. Set a target timeline — typical angel DD runs 6–8 weeks
See Running a DD for the full process.