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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?

*