Lead Intake Form

Welcome to our network! We're excited to support you!

Please fill out the information below so we can decide the best path forward.
🔗Refer to our latest deck on how we can help you
Are you a....*

Founder or Company Seeking SupportInvestor/VC/Family Office, etc.Strategic Partner or Service Provider
Founders
Contact Name*

First NameLast Name
Contact Email*
Phone Number
Company Name*
Company Website (if applicable)
Company Logo

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Best describe your business in one sentence:
What "Wellness" Category Best Represents Your Company (select all that apply)*

CPGFoodBeverageFitnessNutritionMental HealthHealthcare / Health TechGeneral WellnessOther
What Stage Are You?*

Concept/Pre-SeedSeedSeries ASeries B or aboveEnterpriseLifestyle BusinessSomething Else
Pitch Deck and/or Marketing Materials (if available)

Please upload the most recent version of your pitch deck, marketing deck, and/or any other relevant materials you'd like us to review
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Relevant URL Links
Example: Pitch Deck, Data Room, marketing materials, etc
Geographic Focus: Do you have a specific region or market you focus on?

N/AUSALatin AmericaEuropeAsia-PacificMiddle EastAfricaOther
What Areas Do You Need Help In? (select all that apply)*

FundraisingMeeting Similar FoundersConcept IdeationAchieving Product-Market FitProduct DevelopmentGo-To-Market StrategySales StrategyOperations & TalentBrandingMarketing StrategyStrategic PartnershipsCompany and/or Product RoadmappingBusiness/Growth StrategyOther
Happy Wellness offers four different levels of service. Each is considered it's own standalone product. Click here to learn more

(slides 9, 10, 11)
(PLEASE CAREFULLY REVIEW THE OFFERINGS LINK PRIOR TO MAKING A SELECTION) - Which are you interested in?*

Level 1: Portfolio Member / Advisory NetworkLevel 2: Wellness LabsLevel 3: Fundraising + Broker/DealerLevel 4: Consulting PartnershipI'm not sure, I need to talk to someone
How much are you looking to raise utilizing our services?*
This could be total round size if you haven't started fundraising yet, or whatever is remaining on the round. Write 'unsure' if you need guidance from us on how much to raise
How much is the TOTAL round?
Only answer if you've already started fundraising or is different from above. Leave blank or write 'NA' if you haven't started fundraising yet
Cap Table Link/URL:
Please provide the URL link to your cap table
Cap Table Upload (if no URL)

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Do you have a maximum monthly budget in mind for services?*

$0-500$500-2000$2000-4000$4000+Not sureEnter your own amount
How did you hear about us?*
Is there anything else we should know?

Refer to our fundraising guidance document for cost and fee illustrations
[FEES ACKNOWLEDGMENT] By submitting my company for this complimentary diligence review (and if approved), I am aware of both the upfront and backend fees associated with fundraising, and understand I will have a maximum of 30 days to commence. (<-- see 'fundraising document')*

Yes I understand
Investors/VC/Family Office, etc.
Which Best Describes You?*

AngelVenture (VC)Corporate Venture (CVC)Family OfficeInvestment Bank/PE/Asset ManagementOther
Contact Name*

First NameLast Name
Title*
Contact Email*
example@example.com
Phone Number
Company Name*
Company Website (if applicable)
Company Logo

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So that we can send you the best fitting deals, can you please fill out some basic information

The more information, the better
What "Wellness" Category Best Represents Your Investment Interests (select all that apply)*

CPGFoodBeverageFitnessNutritionMental HealthRetail/Four-WallHealthcare / Health TechGeneral WellnessOther
What stage(s) are you open to invest in? (select all that apply)*

Pre-SeedSeedSeries ASeries BSeries C and aboveEnterpriseLifestyle BusinessOther
Are you an accredited investor?*

YesNoN/A
Do you lead rounds?*

YesNoPossiblyOther
What is your average check size? (in USD$)
What type of deal structures do you prefer? (select all that apply)

SAFEEquityDebtConvertible NoteConvertible EquityOther
What is your investing thesis?
What's an example of an *ideal* intro for you?
Geographic Focus: Do you have a specific region or market you focus on?

N/AUSALatin AmericaEuropeAsia-PacificMiddle EastAfricaOther
Select the most important qualities you look for in an investment opportunity? (select all that apply)

Strong Leadership TeamInnovative Product or ServiceLarge Market PotentialScalabilitySolid Business ModelCompetitive AdvantageClear Path to ProfitabilityCustomer Traction and EngagementStrategic PartnershipsStrong Intellectual PropertyFemale FounderDiverse FounderOther
How did you hear about us?*
Anything else we should know?
Would you be interested in learning more about how Happy Wellness can support my portfolio or projects?*

Yes, send me more informationNot at this time
[AGREEMENT] By agreeing to be part of the Happy Wellness network, I agree to receive exclusive deals for consideration and I am open to introductions.*

I agree
Strategic Partners or Service Providers
Which Best Describes You?*

Strategic PartnerService ProviderOther
What "Wellness" Category Best Represents Your Interests (select all that apply)*

CPGFoodBeverageFitnessNutritionMental HealthHealthcare / Health TechGeneral WellnessOther
Contact Name*

First NameLast Name
Title*
Contact Email*
example@example.com
Phone Number
Company Name*
Company Website (if applicable)
Company Logo

Cancelof
Please fill out the following information so we can best understand how to support you
Please select the type of service you provide?*
In one sentence, how would you best describe your offering or service?
What's an example of an *ideal* potential intro for you? (Your ICP)
Geographic Focus: Do you have a specific region or market you focus on?

N/AUSALatin AmericaEuropeAsia-PacificMiddle EastAfricaOther
What stage companies or clients are you most interested in working with? (select all that apply)*

Pre-SeedSeedSeries ASeries BSeries C and aboveEnterpriseDoesn't matterOther
What are you most interested in gaining from partnering with Happy Wellness? (select all that apply)

Referrals/More ClientsStrategic Partnerships with BrandsJoint Marketing CampaignsCross-Promotion OpportunitiesAccess to New MarketsProduct/Service IntegrationShared Resources or TechnologyCollaborative Innovation ProjectsNetworking OpportunitiesAccess to Industry Insights and DataOther
Do you offer a referral program or incentive? (not required to have)

YesNo
If yes to a referral program, please provide any details (% kickback, etc.)
What is the price range of your services? From entry to high end?
We don't want to refer you a potential company/founder who can't afford you; that would be a waste of everyone's time.
How did you hear about us?*
Anything else we should know?
[AGREEMENT] By agreeing to be part of the Happy Wellness network, I agree to receive exclusive partnership opportunities for consideration and I am open to introductions.*

I agree
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Welcome to our network! We're excited to support you!

Founders

Investors/VC/Family Office, etc.

So that we can send you the best fitting deals, can you please fill out some basic information

Strategic Partners or Service Providers

Please fill out the following information so we can best understand how to support you