Depends on the presentation of the concept and the information I learned researching them. Some people are very good at delivering the presentation, but the follow through sucks. Also depends on the "feel" I get from them. I'd also talk to each one individually and then as a group as well.
If my radar didn't go off and I felt confident they could do as they projected, I'd invest partially and then a little more, and then a little more as time went on. Then re-evaluate them and adjust the investment from there.
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