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Bad Twin Capital - Onboarding
Contact & Basics
Company Name
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Full Name
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Email (Same as slack message)
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Email Signature
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Business Address
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Company Domain ("domain.com" format, no www or https)
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KYC & Compliance Info
To comply with broker-dealer and AML rules, please provide the information below
Proposed Transaction: Description of securities to be placed
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Seniority, rate, term, collateral description, round & pre-money, target size $
Use of Proceeds
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Business Model Description
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Industry Overview
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Prior Financings
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Ownership, Key Management, Board of Directors Biographies
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Company Auditor & Legal Council
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File Delivery
*Important* please include as many of these files as you can
Professional Headshot
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Click to choose a file or drag here
Link to data room if applicable
🗂️ Core Marketing Materials
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Pitch Deck / 1-Pager / Executive Summary
Teaser or Blind Summary
Tear Sheet / Fact Sheet
CIM (Confidential Information Memorandum)
Click to choose a file or drag here
💬 Communication & Copy Materials
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Copywriting Used in Previous Campaigns
Investor FAQ or Q&A Sheet
List of firms/contacts to exclude
Click to choose a file or drag here
📄 Financials & Deal Documents
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Financial Model or Forecast
Historical Financials (P&L, Balance Sheet, Cash Flow)
Cap Table
Click to choose a file or drag here
📘 Supporting Investment Materials (If relevant)
Track Record Summary (Fund or Sponsor)
Prior Fund Performance (IRR / MOIC tables)
Case Studies / Past Deals Closed
Example Exit Outcomes
Market Research / Industry Slides
SPV or Fund Structure Diagram
Dataroom Index or Outline
GP or Sponsor Bio Deck
Click to choose a file or drag here
🧾 Legal / Regulatory (if relevant)
PPM (Private Placement Memorandum)
Subscription Agreement or LPA
Side Letter Templates
Operating Agreement (for SPVs or JVs)
Loan Agreement Drafts (debt transactions)
Entity Formation Documents
SEC Filings or Offering Memorandum
Click to choose a file or drag here
What type of transaction are you engaging us for?
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