Decision report — Daniel Marsh

One PDF for the board · combines every stage
Final Decision Report
Daniel Marsh · Alto Coffee · confidential
Watermarked
per recipient
Recommendation
Proceed

Strong on systems compliance and financial literacy; sales orientation to be supported with early coaching. Finance gap has a credible backup plan.

Qualification & financials
Declared capital$320,000
Brand minimum$250,000
Delta vs minimum+$70,000
FundingSavings, Finance needed
Red flagFunding plan leans on ~$80K finance approval
Assessment profile
Systems compliancep82
Financial literacyp80
Resiliencep68
Coachabilityp74
Sales orientationp35
Family/partner supportp71
Consistency checkclean
Interview

Structured interview completed with anchored scoring across 8 questions, dual-rater. Variance items discussed and resolved. Weighted result supports the recommendation.

Compliance status
LQS84 (hot)
SMS verifiedYes
Code regimeNew Code (post-Apr 2025)
DisclosureDelivered & acknowledged
Approved by the board? The next step is issuing disclosure.
Back to record