Founder/Company

Company/Founder Intake Form
🔗BEFORE PROCEEDING: Refer to our services deck for more information

Here are more details on our team's expertise
Contact Name*

First NameLast Name
Contact Email*
Phone Number (+1 U.S. based only)
Format: (000) 000-0000.
Company Name*
LinkedIn URL*
Company Website (if applicable)
What Industry/Sector Is Your Business?
For example, "AI", "B2B SaaS", "Wearables", "CPG", etc.
Concept/Pre-SeedSeedSeries ASeries BSeries C+GrowthEnterpriseSomething Else
Please describe in one or two sentences the problem/pain point your company solves?
Engagement Needs
Fundraising - Meeting InvestorsFundraising - Pitch DeckBrand/MarketingSalesOperations & TalentAI/AutomationProduct DevelopmentPRStrategic PartnershipsOther
Engagement Needs
HourlyProjectRetainerOpen to discussionOther
$1K-$5K$5K-$10K$10K-$20K$20K+Not sureEnter your own amount
Fundraising / Pitch Deck - Additional Q's
List your top 2-3 closest competitors or comparable companies AND their websites ("I don't have any" isn't acceptable)
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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Alternative: Pitch Deck URL
Please enter docsend or equivalent URL of Pitch Deck
Data Room URL / Other Relevant Materials
If available
Yes, I'm in the middle of one right nowNo, I haven't started yet
How much have you currently raised (outside of your own personal capital) to date?
How much is the total round size?
Write 'unsure' if you need guidance from us on how much to raise
What type of subscription documents are you using?
i.e. SAFE, Convertible Note, Priced Equity Round
Do you have a valuation already determined? If so, what?
Write N/A or leave blank if none
Do you a have a lead investor already? If so, who and for how much?
Write N/A or leave blank if none
What is your desired minimum check size?
Leave blank if unsure
Cap Table Upload (if no URL)

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Alternative: Cap Table Link/URL
What were your approximate gross revenues over the last 12 months?
How much money (total) has been invested into the business, personally + any other investment?*
How much outstanding debt is there currently on the business (back-monies owed to vendors, suppliers, manufacturers, distributors, etc), including both secured and unsecured creditors? *
List all controlling officers, including yourself (anyone with greater than 25% ownership)
Registered Physical Business Address
Goals & Fit
Briefly describe your current challenge or project
Briefly describe your desired outcome
Short term; One month or less1-3 months3-6 months6-12 months12+ monthsFlexible/UnsureOther
YesNoMaybe
How did you hear about us?*
Is there anything else we should know?
Founder - Contact
Should be Empty:

Company/Founder Intake Form

Engagement Needs

Engagement Needs

Fundraising / Pitch Deck - Additional Q's

Goals & Fit