Page 1 of 2
Capital Intelligence Intake
Section 1: Contact & Company Info
1. Full Name
*
2. Email
*
3. Company Name
*
4. Your Role/Title
*
5. Company Website
6. LinkedIn Profile
Section 2: Company Profile
7. Industry/Sector
*
8. Company Stage
*
9. Current ARR/Revenue
*
10. Last Funding Round
*
11. Amount Raised to Date
*
Section 3: Fundraising Context
12. What round are you preparing for?
*
13. Target close date
*
14. Target raise amount
Section 4: Current Metrics
15. Do you currently track these metrics?
*
15. Do you currently track these metrics?
Net Dollar Retention (NDR)
CAC Payback Period
Annual Churn Rate
Gross Margin
Burn Multiple
Rule of 40 Score
None of the above
Don't know what these are
Section 5: Key Challenges
16. What's your biggest concern about fundraising?
*
17. Have you recieved feedback from investors? If yes, what did they say?
Section 6: Desired Outcomes
18. What decision are you trying to make with this intelligence?
*
17. Which Capital Intelligence tier are you interestes in?
*
18. Timeline
*
Section 7: Data Access
19. Can you provide access to the following?
*
19. Can you provide access to the following?
Latest financial statements (P&L, Balance Sheet)
Monthly cohort data
Customer retention metrics
Unit economics breakdown
I'll provide this after scoping call
Section 8: Additional Info
20. How did you hear about us?
*
21. Anything else we should know?
*
Submit
