Non-Confidential Project Screening

Why this matters

Technology owners and advisers preparing an initial project introduction. need a decision framework that connects the technology or mandate to rights, evidence, capital, capability and execution. The purpose is not to create promotional volume. It is to expose the assumptions that determine whether a serious transaction or implementation programme is viable.

Use structured, verifiable statements and label assumptions clearly. IIL treats that question as a stage-gated commercial decision. The conclusion should identify what is known, what remains uncertain, who owns the next action and which evidence would justify progression, redesign or pause.

Five workstreams to integrate

• Problem and target user. Define the present position, evidence source, accountable owner, decision threshold and dependency on other workstreams.
• Technology category. Define the present position, evidence source, accountable owner, decision threshold and dependency on other workstreams.
• Ownership and authority. Define the present position, evidence source, accountable owner, decision threshold and dependency on other workstreams.
• Evidence and maturity. Define the present position, evidence source, accountable owner, decision threshold and dependency on other workstreams.
• Objective and requested support. Define the present position, evidence source, accountable owner, decision threshold and dependency on other workstreams.

Diligence material expected

• One-page summary. The record should be current, attributable and explicit about limitations, assumptions and superseded versions.
• Public patent references where appropriate. The record should be current, attributable and explicit about limitations, assumptions and superseded versions.
• Evidence index without confidential data. The record should be current, attributable and explicit about limitations, assumptions and superseded versions.
• Team and entity details. The record should be current, attributable and explicit about limitations, assumptions and superseded versions.
• Declared restrictions and conflicts. The record should be current, attributable and explicit about limitations, assumptions and superseded versions.

A practical engagement sequence

1. Confirm the legal entities, authority, mandate and non-confidential scope.
2. Define the commercial objective, territory, rights perimeter and intended outcome.
3. Map evidence, gaps, risks, economics and specialist-adviser requirements.
4. Agree confidentiality, diligence access, governance and decision timetable.
5. Move to a project-specific term sheet or implementation plan only when the principal dependencies are visible.

What a credible outcome looks like

A credible outcome is not simply an agreement to continue talking. It is a documented decision with a defined structure, responsible parties, evidence requirements, capital or capability commitments, acceptance criteria and a route for resolving variance. Where the evidence is not yet sufficient, the correct output may be a focused validation plan rather than a transaction.