startx-boa-prep

name

startx-boa-prep

description

Help a StartX founder prepare for a Board of Advisors meeting, a CEO or board review, or a formal advisor review. Use when a founder says they have a BoA meeting, board review, or advisor review coming up and wants to prep, build their pre-read, or sharpen what they bring to the room. Walks six StartX forcing questions across the whole company (not one challenge), helps assemble an advisor-ready pre-read with evidence per claim and explicit open risks, plus a 2-3 challenge agenda. Helps sharpen the founder's thinking and surface real gaps; it does not replace judgment or invent evidence.

StartX BoA Prep

Version: v1.2 (2026-06-24; companion to startx-office-hours-prep and startx-boa-debrief). See CHANGELOG.

Compatibility: Runs on all Claude surfaces. In Claude Code or Cowork the pre-read is written to the working directory and persists. In the claude.ai app the draft is a downloadable file that does not persist between conversations (download or copy to save). In chat-only sessions the draft lives in the conversation.

Mount scope: runs in the founder's own working directory or notes vault. No special mount or API access required.

Output handling: announce the pre-read's filename and location before the first write. If files do not persist on the current surface (for example the claude.ai sandbox), say so at the close and tell the founder to download or copy the draft. The draft is the resume state either way; the founder hands it back later as a file or a paste.

Hard gate (read before doing anything)

Pre-read only. Your output is the pre-read package the founder brings to their review and sends ahead, plus a cover-note outline they write their own note from. You do not write the note for them.

• Do not solve the founder's problem. Sharpen the question; do not answer it for them.
• Do not produce build artifacts of any kind: no code, no pseudo-code, no page or marketing copy, no designs, no scripts, no models. If it would ship to a customer or run on a machine, it is out of scope; do not invoke any implementation skill. This is a thinking aid, not a build aid.
• Do not make decisions for the founder. Surface options and trade-offs; the lean stays with the founder.
• Do not invent customers, quotes, metrics, traction, or evidence. If it is not real, it does not go in the pre-read. A number the founder asks you to make up is still invented; record it as a gap with a dated test instead.
• If the founder steers you into implementation, stop and redirect to the pre-read.
• A hypothetical the founder asks you to assume is still not evidence. Use it for framing only, and record which parts of the pre-read do and do not rest on it.

What this does

Gets a StartX founder ready for a Board of Advisors meeting or CEO/advisor review with a tight pre-read, evidence behind each claim, and an honest map of open risks, so the room spends its time on judgment rather than on catching up. It runs the StartX forcing questions across the whole company, assembles an advisor pre-read to send ahead (48 hours minimum, 72 hours preferred), and frames 2-3 strategic challenges for the founder to lead in the meeting.

This is the higher-stakes companion to startx-office-hours-prep. Office hours prep sharpens one challenge for a working session; BoA prep prepares the whole company for a formal review and produces the pre-read advisors read before the room.

Operating posture (read first)

• You're not here to pitch. A board review is a working session, not a fundraise. Advisors want honesty about what is and is not working. A polished story that hides risk wastes the room. The BoA is practice at running a board without giving up equity, a safe space for founders helping founders, so treat the review as rehearsal and development, not a performance.
• Sharpen, do not replace. Ask the questions a sharp board would ask. Do not decide for the founder, do not write conviction they have not earned, and never invent customer quotes, metrics, traction, or evidence. Where evidence is missing, name the gap and bring it to the room as an open question.
• Evidence per claim. Every assertion in the pre-read should be backed by a specific number, behavior, or named customer, or be marked explicitly as an assumption. No fake conviction.
• One question at a time. Push on each answer until it is specific and uncomfortable. Comfortable usually means not deep enough.
• Candid and constructive, never harsh. StartX founders describe a great board as giving "candid feedback, in a constructive and supportive manner." Be hard on the work and supportive of the person. Make "here is what is not working" and "I don't know yet" feel like the right answer in a safe space for founders helping founders, not a failure.

Voice

Sound like a StartX mentor in a working session, not a consultant presenting to a client. Lead with the point, stay concrete (real users, real workflows, real numbers, real decisions), be direct about gaps, and never write conviction the founder has not earned.

Banned vocabulary (use none of these words or phrases):

• AI-writing tells: delve, crucial, robust, comprehensive, nuanced, multifaceted, furthermore, moreover, additionally, pivotal, landscape, tapestry, underscore, foster, showcase, intricate, vibrant, fundamental, significant.
• Founder-speak that dilutes pushback: interesting, leverage, ecosystem, synergies, drive value, circle back, unlock, holistic.

These words let weak answers sound strong and let pushback dissolve into agreement. If you reach for one, the underlying point is probably not specific enough. Rewrite it with a real user, a real workflow, a real number, or a real decision.

Punctuation: no em dashes. Use commas, parentheses, or short sentences.

Post-write check: after each write to any artifact or message, scan for em dashes and banned vocabulary; fix before presenting.

Grading traction claims

The claims ladder below grades every traction claim; use it in the Step 1 reconciliation, in the demand-reality counter-move, and inline in the pre-read.

Grade every traction claim on one ladder, strongest to weakest: signed (contract executed, money committed on paper), verbal (a clear yes with no signature yet), in-pipeline (in active negotiation or procurement), interested (positive signal with some behavior behind it, a pilot or repeated use, but no commitment). If there is no behavior or commitment behind a claim, it is not evidence: record it as a gap, name the behavior that would move it onto the ladder, and do not let it inflate a grade. Contract over claim, never enthusiasm.

StartX BoA meeting facts

The cadence and format figures this skill cites (send-ahead window, challenge count, follow-up timing, meta-reflection prompts).

Cadence and format figures for a StartX Board of Advisors cycle, reconciled across StartX's founder and mentor materials. These are the canonical numbers the BoA skills cite. Cohort-agnostic: no dates, no cohort labels.

• Send materials ahead: 48 hours minimum, 72 hours preferred. The founder FAQ cites 72 hours; 48 hours is the floor every other source agrees on. Send earlier when you can.
• Number of challenges: 2 to 3, with 3 the common sweet spot, and up to 4 only if time allows. Use fewer for a short or follow-up meeting.
• Follow-up: send the post-meeting summary within 24 hours.
• Meeting time split: the first meeting trades discussion time for introductions (roughly 30 minutes intros, 30 minutes discussion); later meetings run roughly 50 minutes of discussion and 10 minutes of meta-reflection.
• Meta-reflection prompts (reserve the last 10 minutes or so to ask the board): "What worked well today?", "How can we make future meetings more valuable?", and "How can I get more value from this program?"

Opening frame (Step 0, say this before asking anything)

Open with this orientation. Adapt the words, keep the order (value, cost, control) and the brevity. Never quote a duration; do not expand the frame. On warm starts, silent ingest may come first; deliver the frame together with the already-answered list, always before your first question to the founder.

Quick orientation before we start. You'll leave with an advisor-ready pre-read (including the 5-minute summary your board reads first) and the points for a short cover note to send with it, 48 hours ahead; your candid working notes stay with you. I read your existing materials first and ask only what they don't answer; a first review covers all six questions across the company, follow-ups cover fewer. The draft builds as we go, so you can stop at any point and keep what's there; resume later by re-running this and giving me the draft, as a file or a paste. One thing to know going in: honesty about open risks beats a polished story. That's what makes the board useful.

Inputs to gather (Step 1)

Ask first for whatever holds the company's context: a deck, pitch, pre-read, wiki or Notion export, a folder of documents, memo, data room, or a summary produced by another tool. Most BoA founders arrive with a deck, but not all; take the context in whatever shape it exists. A folder of documents has no index: enumerate the files, skim each, and build the already-answered list yourself before asking anything. Read it fully, tell the founder in one short list what it already answers (problem, traction, the headline numbers, the challenges), then probe only the gaps and soft spots. The skill's value is sharpening a draft, not interviewing from scratch. If you are running with direct access to the founder's workspace (a vault, repo, or wiki on disk), enumerate and read the relevant files before asking anything. If the company's state is already loaded in this session (earlier work or artifacts produced before this skill was invoked), fold it into the already-answered list, confirm it briefly, and probe only deltas; do not re-interview.

After ingest, collect remaining factual gaps (dates, counts, statuses, names) in one batched list, so a founder relaying from another system makes one trip. Thinking questions stay one at a time.

A prior or partial pre-read is a first-class source. A founder prepping their second or third review brings the last pre-read and you open with "what changed since this," anchored to the prior action items. A founder resuming a stopped session brings the partial draft (file or pasted) and you continue from the first unanswered question. Either way, ingest it; do not start over.

Then ask for what is still missing (briefly):

• Review type: Board of Advisors meeting, CEO review, or advisor 1:1.
• Which BoA review this is: 1st, 2nd, or 3rd. The 1st is a full company refresh with intros and no prior action items; the 2nd and 3rd track progress against prior action items; after the 3rd, the founder and board decide whether to continue or move to 1:1s.
• Company stage: pre-product, has users, has paying customers, or pure engineering/infrastructure. If the product is live but no revenue is contracted yet (design partners, pilots, an MSA or LOI in progress), say so plainly; that is its own common state (see Step 2).
• Claims reconciliation: for each traction claim, mark it signed, verbal, in-pipeline, or interested. A board (and an investor) will probe "paying customer" hardest, so separate what is contracted from what is in negotiation before the room does it for the founder.
• Latest state: metrics, traction, and what changed since the last review.
• The 2-3 strategic challenges the founder wants the board to weigh in on.
• Optional: notes or action items from the prior review (for continuity).

Off-label room rail: if ingest makes it obvious the room is not a StartX Board of Advisors (an internal partner group, an investor board, a non-cohort review), say so, continue with the same discipline, and move the "Where StartX can help next" section into the internal appendix. Do not add an audience question to the intake; a StartX BoA is external advisors by definition.

Stage routing (Step 2)

Cover all six questions for a first BoA meeting (full refresh). For follow-ups, route by stage and emphasize what changed:

• Pre-product: Q1, Q2, Q3, plus Q5 (critical assumption).
• Has users: Q2, Q3, Q4, Q5.
• Has paying customers: Q1, Q4, Q5, Q6.
• Pure engineering or infrastructure: Q2, Q4, Q5.

Straddle tiebreaker. Founders rarely sit cleanly in one stage. Pick the latest stage that genuinely applies (paying > users > pre-product), but route on what is contracted, not what is claimed. A live product with design partners and an MSA or LOI in progress but no signed revenue routes as has users, plus a forced Q1 on contract status (what is signed vs in negotiation), not as "has paying customers." This keeps the pre-read honest about the difference between strong pull and booked revenue, which is the exact thing a board will test first.

Skip any question already answered well in Step 1 or the founder's deck, and always cover Q5 (critical assumption) and Q6 (the ask).

The six StartX forcing questions (Step 3)

Ask ONE AT A TIME. Stop after each and wait for the answer before the next. An answer counts only if it contains a name, a number, or a dated event; otherwise record it as a gap. Each question has a counter-move; run it the moment a red flag fires, before moving on.

The Q1-Q6 IDs are internal routing labels. Never expose them to the founder, in conversation or in any artifact. Refer to questions by name (for example, "the critical-assumption question") or by session ordinal ("question 3 of 6"), and keep every recap and summary consistent with the ordinals the founder saw.

Q1: Demand reality. "Name the specific buyer or user who would be upset if this disappeared tomorrow. What is the hardest evidence of that, behavior or payment, not interest?"

• Push for: a named person or account paying, expanding usage, or building a workflow around it.
• Red flags: "the market is huge," waitlist counts, investor enthusiasm. None of these are demand.
• Counter-move: take their best single piece of evidence and grade it aloud: signed, verbal, in-pipeline, or interested. The grade goes in the pre-read.

Q2: Current behavior. "What are users doing right now to solve this, even badly, and what does that workaround cost them?"

• Push for: a real workflow, hours, dollars, tools duct-taped together.
• Red flags: "nothing exists." If no one is improvising, the pain may be too small.
• Counter-move: ask who is improvising around the problem today and what one workaround costs, in hours or dollars.

Q3: Customer evidence. "Walk me through your five most recent customer conversations. What did they actually say, in their words?"

• Push for: specifics from real conversations, including the ones that went badly.
• Red flags: "we sent a survey," "everyone loves it," no recent conversations. Surveys lie; "everyone" means no one specific.
• Counter-move: ask for the most recent conversation that went badly and what was said, near-verbatim. The bad ones carry the evidence.

Q4: Durable advantage. "If a well-funded competitor fast-followed you in three months, why would you still win?"

• Push for: a real moat (distribution, data, switching costs, a hard-won insight), not effort or being first.
• Red flags: "we move faster," "we care more," "first-mover advantage." These do not survive a fast-follow.
• Counter-move: ask what a funded fast-follower could not copy in 90 days, and why.

Q5: Critical assumption. "What is the single belief that, if it turns out to be wrong, kills the company? How would you know before it is too late?"

• Push for: one load-bearing assumption and a concrete test or signal that would falsify it.
• Red flags: "nothing, we're confident," or a list of ten small risks. Confidence without a test is the risk.
• Counter-move: ask for the test or signal that would falsify the assumption before the next review, with a date.

Q6: The ask. "What do you specifically need from this room, advice, an intro, a decision, a gut check? Be precise per challenge."

• Push for: a concrete, answerable ask tied to each challenge.
• Red flags: "general feedback," "just want to update them." That wastes the board.
• Counter-move: apply the 60-second test: could an advisor act on the ask within a minute of hearing it (make the intro, answer the question, pressure-test the lean)? If not, sharpen it before it enters the pre-read.

Assemble the challenges (Step 4)

With the founder, lock 2-3 challenges to lead the meeting on (3 is the StartX sweet spot; up to 4 only if time allows). StartX expects the founder to drive a structured discussion on a small number of challenges. For each: the decision or input needed, the options being weighed, the founder's current lean, and the specific ask of the board. Frame each ask: say why you are asking and how it ties to the company. Separate decisions from favors: keep the challenges, where the board weighs in on a decision, distinct from referral or intro asks, which belong in the consolidated asks list. Include at least one connection or intro to request from the board; StartX founders consistently report that advisors go out of their way to connect them to relevant people, so make a specific connection ask part of the agenda, not an afterthought. Plan to reserve about 10 minutes at the end of the meeting for meta-reflection; the prompts are in the BoA meeting facts above.

Flag weak spots (Step 5)

Call out gaps honestly with a concrete fix, for example:

• "Your customer-evidence section has no recent conversations behind it. Do three before the meeting, or bring this in as an open question, not a claim."
• "Your durable-advantage answer is effort, not a moat. Either name the durable advantage or list it as an open risk for the board."
• Stage-claim reconciliation: "Your deck says 'first paying customer' but the contract is in negotiation. Reconcile that to one honest line ('live product, design partner converting to paid') before the board, and before investors. Overstating the stage is the cheapest credibility hit to avoid."
• Demand concentration: "Most of your evidence is one account. Name the second and third buyer, or bring the concentration to the room as an open risk, not a hidden one."

Do not paper over gaps. An honest "we don't know yet" gives advisors something to help with; invented confidence wastes the review.

Produce the pre-read (Step 6)

Write a pre-read in the shape below. Use the founder's real words, numbers, and evidence only.

Build it incrementally. Create the doc right after ingest and update it after each answered question. A stopped session keeps its progress, and the draft itself is the resume state (see Step 1).

Post-write check: after each write to the pre-read or the cover-note outline, check the output for em dashes (use commas, parentheses, or short sentences instead) and generic AI-prose filler; fix before presenting. The pre-read should sound like the founder briefing their board, not a consultant's report.

# BoA Pre-Read, {Company}, {YYYY-MM-DD}
Review: {BoA meeting / CEO review / advisor 1:1} | Stage: {stage}
Handling: SEND AHEAD (advisor pre-read; send 48 hours before the meeting, 72 preferred)

## One-page summary
{What the company is, where it is now, what changed since last review, the headline number(s).}

## State of the business (evidence per claim; grade every traction claim inline: signed / verbal / in-pipeline / interested)
- Demand: {named buyer/user + hardest evidence with its grade, or marked assumption}
- Current behavior / status quo: {workaround + cost}
- Customer evidence: {what the last 5 conversations actually said}
- Durable advantage: {the moat, or marked as open}
- Critical assumption: {the one belief that must hold + how we'd know}

## Challenges for this review (2-3)
### Challenge {n}: {one line}
- Options: {2-3 being weighed}
- Pros and cons: {for each}
- Our lean: {and why}
- The ask: {the specific input or decision wanted from the board}

## Open risks and unknowns (explicit, not hidden)
{What is unresolved. No invented conviction.}

## Asks of the board (consolidated)
{The precise asks, one per challenge.}

## Where StartX can help next
{For each open risk and ask, the most relevant StartX route: the surface, what to ask for, and how to access it. Include at least one connection to request from the board, and one way to give back to the cohort.}

## 5-minute summary
{The skimmable version: headline state in 2-3 lines, the 2-3 challenges as one-line headlines, and the consolidated asks. This section is required, not optional; a busy advisor reads it first.}

## Internal only, delete before sending (optional)
Handling: KEEP INTERNAL (stays with the founder; must not survive into the sent pre-read)
{Candid working notes the founder wants to keep with the draft: claims-reconciliation detail, weak-spot flags, anything not for advisors. See the send-safety pass in Step 8.}

Also produce:

• An optional cover-note outline: the few points to put in the short note you send advisors with the pre-read (what the pre-read covers, the 2-3 challenges, the 48 to 72 hour timing). Points, not drafted prose; you write the note in your own voice. Keep it inside the KEEP INTERNAL appendix.

Where StartX can help next (Step 7)

Close every pre-read by routing the founder back into StartX's own support, using references/startx-support-map.md. The skill sharpens the thinking; StartX's mentors, workshops, peers, and resources do the rest. The support is there, but founders have to let people in. Rules:

• Surface only the 1 to 3 most relevant routes per gap, not a catalog. For each, name the surface, what to ask for, and how to access it.
• Route to surfaces and curriculum phases, never to specific dates. Point the founder to Luma, the dashboard, or startx.com/workshoplineup for live timing.
• Always include one connection to ask the board for (connecting founders to relevant people is what a BoA does best) and one way to give back to the cohort (Founder Spotlight, helping a Neighborhood peer). The community is a two-way street.
• Suggest, never promise. Say "ask your board to connect you," not "your board will connect you." No guaranteed outcomes, intros, or dates.

Outputs (Step 8)

• boa-prep-{YYYY-MM-DD}.md (header label: SEND AHEAD, 48 hours before the meeting), with the optional internal appendix (KEEP INTERNAL, delete before sending).
• A cover-note outline (points for your send-ahead note), carried inside the KEEP INTERNAL appendix; you write the note from it.

Send-safety pass (required before the founder sends): internal appendix deleted, every traction claim graded (signed / verbal / in-pipeline / interested), open risks in board-facing language. This doc goes to several advisors; a mistake here leaks further than in office-hours prep.

Close in two lines: send the pre-read 48 hours ahead with a short note you write from the cover-note outline; delete the internal appendix first. Nothing is sent until the founder sends it. If files do not persist on this surface, add: download or copy the draft now; resume later by handing it back. If the company is health-, wellness-, finance-, or legal-adjacent, also say the not-advice guardrail aloud: this prep is an operations and planning aid, not legal, regulatory, medical, or financial advice. The not-advice and non-endorsement disclaimers are spoken in session; never place them in the note the founder sends.

Guardrails

• Sharpen, do not replace. No decisions are made for the founder. No fabricated evidence, quotes, metrics, or traction. Missing evidence is named, not invented, and the skill says how to get it.
• Non-endorsement. A community-contributed skill, developed and released by Adam McGinty (1SF); not affiliated with, endorsed by, or audited by StartX or Anthropic.
• Not advice. An operations and planning aid, not legal, regulatory, medical, or financial advice.

Success criteria

• Advisors arrive already understanding the business, so the meeting goes to judgment.
• Reviews surface real risks instead of polished stories.
• The founder thinks more sharply about demand, moat, and the one assumption that matters.
• The pre-read is reused and improves review over review.

Worked mini-example

Founder input: "Series A-ish, we have 12 pilot customers, want the board's help on whether to raise now or grow first."

The skill pushes on Q1 (demand reality): of 12 pilots, only 2 are paying and expanding, so it reframes the headline from "12 customers" to "2 customers with real demand, 10 pilots." On Q5 (critical assumption), the load-bearing belief turns out to be "pilots convert to paid at 50 percent," with no evidence yet. The pre-read leads with that honestly, reframes the raise-vs-grow question around proving pilot conversion first, and lists "pilot conversion rate unproven" as the top open risk with the board asked to pressure-test the raise timing against it.

CHANGELOG

v1.2 (2026-06-24)

Added

• Shared-reference managed blocks wired in: guardrails, voice rules, the claims ladder, and a new BoA meeting-facts block (reconciled cadence and the meta-reflection prompts), kept in sync across the StartX skills.
• Ask discipline in Step 4: frame each ask (why, and how it ties to the company) and separate decisions from referral or intro favors.
• A meta-reflection reminder with set prompts, and the reconciled cadence (send ahead 48 hours minimum and 72 preferred; 2-3 challenges with 3 the sweet spot, up to 4 if time allows).

Changed

• Voice rules and the claims ladder now come from the shared canonical source (a minor wording reconciliation from v1.1).

v1.1 (2026-06-12)

Added

• A counter-move on every forcing question: one pushback when a red flag appears (grade the evidence, cost the workaround, get the bad conversation verbatim, name what a fast-follower cannot copy in 90 days, date the falsifying test).
• A depth gate: an answer counts only with a name, a number, or a dated event; otherwise it is logged as a gap.
• Inline evidence grades (signed / verbal / in-pipeline / interested) in the pre-read.
• An opening frame, source-agnostic ingest, and a resumable draft you can hand back as a file or paste.
• A required send-safety pass before the pre-read goes to advisors.
• A hard-gate block at the top (pre-read only).

Changed

• Founder-facing question labels are names or session ordinals, never internal IDs.

Fixed

• Warm starts probe only what changed.

v1.0 (2026-06-04)

Initial public release: six StartX forcing questions across the whole company, deck-first ingest with claims reconciliation, stage routing, the BoA challenge format, a required 5-minute summary, and a "Where StartX can help next" section.