Team & Psychological Due Diligence · Sample Report

CEO & Founding Team Assessment

A psychological assessment of a founding team, based on structured in-depth interviews with each founder, conducted as part of a pre-investment due diligence process.
This is a sample report — all identifying details have been altered.

Noa Matz
Seed — $4M under considerationEngagement
3 co-foundersScope
ConfidentialDistribution
A
Alex
CEO
J
James
CTO
M
Michael
CPO
  1. The CEO's motivation is personal enjoyment, not mission. In a prolonged downturn, this is the profile most likely to break.
  2. The three founders hold three different definitions of success — and none of them knows it.
  3. The CTO is withholding a concern from his co-founders to keep the peace.

None of this surfaced in weeks of conventional diligence, and two of the three findings were unknown inside the founding team itself. The evidence follows. My recommendations are in Section 04.

Primary strength
Execution
Proven people leadership and operational discipline at a 30-person scale
Primary risk
Motivation
Drive anchored in lifestyle and experience, not mission — a resilience risk in downturns
Swing factor
Team dynamic
Genuinely complementary trio — if the friction between styles is managed, not suppressed
2.1 · Capabilities
Alex's Executive Capabilities: real, but with tradeoffs.

Alex's track record is substantive. He led a 30-person military intelligence unit — a role that demands managing complexity, retaining talent under pressure, and delivering against hard deadlines. Inside the founding team, he functions as the stabilizing force: the mature, trustworthy counterweight to two creative, improvisational co-founders.

Strengths
Concerns
Fig. 1 · Assessment profile — Alex, CEO
Operational execution
People leadership
Self-awareness & coachability
Resilience under pressure
Speed of decision-making
Founder vision
Mission-driven motivation
UnderdevelopedFounder-grade
Ratings derived from structured interview evidence, calibrated against seed-stage CEO benchmarks.
2.2 · Motivation
Alex's Extrinsic Motivation
"I want to have fun. I want to feel satisfied with life without the need to run away all the time, to travel abroad… it's an exciting adventure I want to experience with James and Michael." Alex, CEO — assessment interview

This is the most consequential finding of this engagement, surfaced in a single answer. In psychological terms, Alex's motivation is extrinsic and experience-seeking, not intrinsic and mission-anchored. He is seeking an adventure with his friends, not solving a problem he can't let go of. Decades of motivation research point the same way — founders who survive the hard years — the down round, the co-founder crisis, the eighteen months of flat growth — are almost always running on internal motivations.

3 implications for the investment:

  1. Adventure-seeking motivation historically correlates with underestimating how brutal the startup grind gets — the "fun" runs out well before the runway does.
  2. When external rewards stall (no press, no growth, no momentum), there is no evident internal engine to carry him through. This is the single largest resilience risk in the profile.
  3. The framing "with James and Michael" suggests his commitment may be socially anchored to the co-founder relationships. If those fracture, so may his commitment to the company.
Why this rarely surfaces in standard diligence

No founder says this in a pitch meeting or a reference call. It surfaced here because the assessment is built to lower defenses — a psychologist's interview, not an investor's due diligence meeting.

2.3 · Vulnerability
Alex's Disclosed Vulnerability: Social Anxiety

Alex voluntarily disclosed a lifelong social anxiety. Counterintuitively, how he manages it is one of the strongest data points in his favor:

  • He confronts rather than avoids: public speaking, large rooms, cold interactions — he walks into anxiety-inducing situations daily, by choice.
  • He led a 30-person unit despite it, evidence that when leadership demands it, he overrides his own discomfort.
  • The disclosure itself signals high self-awareness, trust-building capacity, and emotional intelligence — the raw material of coachability.

My professional take: Alex's coping mechanisms are strong and proven, but the CEO role will test them at a scale he hasn't faced. The job is a constant stream of new people to meet, sell to, and impress — and for someone with social anxiety, every one of those interactions carries a mental cost. Two risks follow: over time, he may quietly avoid or reduce that exposure; and the energy spent managing the anxiety may not leave enough for the rest of his commitments.

There is also a deeper tension. Anxiety is a survival-mode state — and a mind in survival mode has little room for exactly what this team needs from its CEO: vision, creativity, and long-range thinking. This is a manageable risk, not a disqualifying one, but it needs to be monitored.

Three complementary styles that compound.
A
Alex
CEO

The adult in the room. Structure, stability, operational discipline. Converts vision into systems — at the cost of speed.

J
James
CTO

Deep technical bench with genuine passion for early, from-nothing product building. The execution engine of the trio.

M
Michael
CPO

Classic visionary archetype — creative, generative, unstructured. Supplies the ambition the CEO's profile lacks.

On paper, this is a well-constructed team: each founder's strengths offset another's limitations. James's technical execution grounds Michael's expansive vision; Michael's creative range compensates for Alex's caution; Alex's discipline channels both. The structure is sound. What remains untested is how this dynamic behaves under sustained pressure.

Where they are aligned
Where they diverge — without knowing it

The trust is real

Interviewed separately, each founder named the other two as his reason for doing this. The relationships predate the idea.

Success means three different things

Alex: a stable company and financial security. Michael: redefining the category. James: technology he's proud of, at a sustainable pace. None could predict the others' answers.

One accepted CEO

All three accept Alex as CEO, without resentment. No shadow power struggle.

No shared model of who decides

Each founder operates by his own unwritten rules: Alex assumes major decisions require consensus, Michael assumes product decisions are his alone, and James stays silent until forced to take a side. These rules were never agreed on together.

A shared near-term view

A realistic, common read of the product's direction and of each other's competence.

An unspoken concern

James withholds a worry about the company's pace to preserve harmony.

The assessment also surfaced a structural fault line: Alex's risk-aware, methodical style runs directly against the fast, improvisational rhythm his co-founders default to. Today that tension is productive. Under pressure — a missed milestone, a fundraise that drags — it is the most likely fracture point.

What the investment depends on

None of these divergences is disqualifying — every early team has them. What separates teams that last is whether these things get said out loud early, while they are still cheap. I recommend the founders complete a structured alignment process on exactly these six dimensions before the round closes; the divergences above give that work a precise agenda.

Every risk in this report is manageable — if it is addressed deliberately, and early.

How to weigh these findings in the investment decision is your judgment. What I can tell you is what would give this team its best odds — and what I would put in place before and after the round closes:

  1. Have the founders complete a structured alignment process before the round closes. The divergences in Section 03 — three definitions of success, no shared decision rules, a withheld concern — are cheap to resolve today and expensive in year two. Getting them said out loud, in a facilitated setting, is the single highest-leverage intervention available on this deal.
  2. Make Alex's development explicit, not hoped-for. Agree with him on what growth from operator to founder looks like — faster decisions, owning the story with customers and investors — and give him professional support to get there.
  3. Support the anxiety instead of ignoring it. Alex's coping mechanisms are proven, but the CEO seat will tax them. Normalize ongoing psychological support, and watch for the early warning sign: avoidance — for example, if Alex starts declining speaking opportunities, sending others to investor meetings, or gradually pulling back from public-facing work.

Noa Matz

Noa Matz is a startup psychologist and former VC partner — one of the few people who has evaluated founders from both sides of the table. A licensed psychologist, she works with founders from seed to growth stage on the human side of company building: motivation, co-founder dynamics, and leadership under pressure. Her due-diligence assessments give investors the layer of insight that never appears in a data room — what actually drives a founding team, and where it will hold or crack.

Founder, Matz Startup Psychology · Licensed Psychologist, IL License No. 27-148032