onboarding form

First Name

Last Name

Phone *

Email *

How much capital are you seeking to raise?

Valuation expectations / target valuation (if you have one), or how you propose to value the company

Desired timeline for closing the raise (e.g. 3 months, 6 months, 12 months)

Existing capital structure current investors, amounts raised, debt outstanding, equity dilution concerns

Use of funds breakdown (e.g. product development, marketing, hiring, operations, etc.)

Stage of company (e.g. pre-revenue, revenue generating, growth, mature) & key milestones achieved to date

Brief description of your business / value proposition (what product or service do you offer, and what problem does it solve?

Current market, target customers, competitors, and competitive advantages (what differentiates you?

Preferred investment type / structure (e.g. equity, convertible notes, SAFE, debt, hybrid)

Please attach or provide your pitch deck, financial model, cap table, and relevant legal or incorporation documents.

Legal Company Name

Company Website / URL