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FinClarity Advisors Onboarding Form
Welcome to FinClarity Advisors! This form will help us understand your financial needs.
Contact Information
Full Name
*
Company Name
*
Email Address
*
For important updates and scheduling
Phone Number
*
Industry
*
Company Website
Business Basics
Annual Revenue (Last 12 Months)
*
Years in Business
*
Number of Employees
*
How is Your Business Currently Funded
How is Your Business Currently Funded
Self-funded (personal funds/business profits)
Investor-backed (received outside investment)
Bank/debt financing
Other
Financial Goals & Challenges
Main Revenue Streams
*
Biggest Financial Goal (Next 12 Months)
*
Planning to Raise Capital or Exit in the Next 6-12 Months?
*
Planning to Raise Capital or Exit in the Next 6-12 Months?
Raise Capital
Exit
Not Sure
None
Maximum 2 choices
How Predictable is Your Revenue?
*
How Predictable is Your Revenue?
Very Predictable
Somewhat Predictable
Highly Variable
Current Financial State
Who Handles Financial Projections?
*
Biggest Financial Challenge
*
What Happens if You Don't Solve This Challenge?
Timeline & Next Steps
When are You Looking for Help With Financials?
*
Best Time for a 30-Minute Call
How did You Hear About FinClarity Advisors?
Submit
