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Capital Intelligence Intake
Section 1: Contact & Company Info
1. Full Name
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2. Email
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3. Company Name
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4. Your Role/Title
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5. Company Website
6. LinkedIn Profile
Section 2: Company Profile
7. Industry/Sector
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8. Company Stage
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9. Current ARR/Revenue
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10. Last Funding Round
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11. Amount Raised to Date
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Section 3: Fundraising Context
12. What round are you preparing for?
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13. Target close date
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14. Target raise amount
Section 4: Current Metrics
15. Do you currently track these metrics?
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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?
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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?
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17. Which Capital Intelligence tier are you interestes in?
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18. Timeline
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Section 7: Data Access
19. Can you provide access to the following?
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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?
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