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ADL Institutional Document Vault: Executive Intake

Welcome to the Applied Discernment Labs (ADL) Executive Intake. This process is designed for velocity. In under five minutes, you will establish your venture's initial profile, clear the standard legal framework, and officially nominate the Compiler responsible for handling your Institutional Document Vault submissions.

Venture Identity & Architecture

Venture Name

Legal Entity Registration Number

Provide your CIPC Company Registration Number (e.g., 2024/123456/07). If operating as a sole proprietor or pre-incorporation, please provide the primary Founder's ID Number.

Current Venture Phase

Current Phase
A
Criteria: The entity searching for Product-Market Fit. Revenue is non-linear, grant-supported, or <R650k MRR. The focus is on Logic and Survival.
B
Criteria: The entity has a proven economic engine. Revenue is predictable, recurring, and >R650k MRR. The focus is on Structural Integrity and Execution Physics.

Validation Stage

Validation Stage
A
Primarily founder-funded or "Family & Friends." Focus is on technical feasibility and early user interest.
B
Early revenue or pilot projects active. The entity is testing price elasticity and channel fit.
C
Established MVP with consistent but non-linear revenue. The focus is on "De-risking" the business for institutional Series A entry.

Scaling Stage

Scaling Stage
A
Predictable MRR with a proven sales repeatable process. Focus is on hiring and infrastructure.
B
Dominant or significant player in the vertical. Focus is on market share expansion and EBITDA optimisation.
C
Mature entity preparing for buyout, IPO, or strategic merger.

Business Model & Category

Q36 (Bus Model and Category)
A
Digital Scale. Revenue is decoupled from headcount. High gross margins, subscription-based, automated delivery.
B
Human Capital. Revenue is coupled to billable hours or headcount. Consulting, agencies, law, or engineering firms. Includes Tech-Enabled Services where revenue is tied to human delivery (e.g., Medical, Agencies, Studios).
C
Network Effects. You facilitate transactions between two parties. Revenue is a take-rate or commission on GMV. You facilitate transactions between others without owning the underlying product or asset.
D
Unit Physical. You sell physical goods. Scale is determined by inventory, logistics, and unit contribution margins.
E
Capital Intense. Lending, payments, or insurance. Success is determined by capital cost, risk management, and regulation.
F
Asset Heavy. You own the means of production. Scale requires significant Capex and physical infrastructure.
G
Select this if your revenue architecture does not align with the standard models above (SaaS, Services, etc.).

Describe your Bespoke Model

Briefly explain the 'Physics' of your revenue. How do you deliver value, and what is your primary cost driver?

Specific Industry Vertical

e.g., Healthcare, Mining, Logistics, Education.

Executive Sponsor Authorisation

Please provide the details of the primary executive authorising this diligence process.

Executive First Name

Executive Surname

Executive Email Address

Executive Mobile Phone Number

Governance & Confidentiality

To ensure the strict confidentiality of your proprietary data, please review our standard legal framework: Link to Mutual NDA and Link to Engagement Terms.
Validation Legal Auth
Given your venture's scale, data security is paramount. Please review our standard Link to Mutual NDA and Link to Engagement Terms. You may agree to our standard framework for immediate onboarding, or submit your legal team's redlines for review. Please note: Submitting custom legal redlines will invoke a manual review process by our team, adding a minimum of 48 hours to your onboarding velocity from the time of receipt.
Scaling Legal Choice
A
B

Upload NDA / Redlines (.docx or .pdf)

If your legal team's redlines are ready, please upload them now. If not, you may leave this blank and submit the rest of your intake today. Please email your redlines to legal@applieddiscernmentlabs.com within 48 hours to prevent onboarding delays.

Upload Engagement Terms / Redlines (.docx or .pdf)

If your legal team's redlines are ready, please upload them now. If not, you may leave this blank and submit the rest of your intake today. Please email your redlines to legal@applieddiscernmentlabs.com within 48 hours to prevent onboarding delays.

Founder Dynamics & Structural Governance

What is the current formal oversight structure of the venture?

What is the current formal oversight structure of the venture?
A
B
C
D

Are all equity-holding founders actively working in the business day-to-day?

Are all equity-holding founders actively working in the business day-to-day?
A
B
C

As the primary Executive, how do you classify your core leadership archetype?

As the primary Executive, how do you classify your core leadership archetype?
A
B
C
D
E

Key-Person Risk: Can the business operate without structural failure for 30 days if you are unexpectedly unavailable?

Key-Person Risk: Can the business operate without structural failure for 30 days if you are unexpectedly unavailable?
A
B
C

Are there any personal sureties, guarantees, or external cessions tied to the company's assets?

Are there any personal sureties, guarantees, or external cessions tied to the company's assets?
A
B
C

Authorised Data Compiler

Who will be responsible for securely uploading the ODR documentation?

Who will be responsible for securely uploading the ODR documentation?
A
B
C

Authorised Compiler First Name

Authorised Compiler Surname

Authorised Compiler Email Address

Authorised Compiler Mobile Phone Number

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