Client Intake

Name *

First

Last

Email *

Company Website:

Company’s Legal Name, or, if not yet incorporated your proposed legal name: *

If incorporated the jurisdiction where you are incorporated:

Founder(s) Name(s), please also indicate any founders who are not currently active in the company:

Funding History (eg. Safe’s, convertible notes, preferred shares, grants, venture rounds, etc…)

Are you planning to raise funds within the next year? If so, please indicate when you expect to do so:

If a few sentences please describe your company:

If you have any other links you’d like to share please include here (ex. link to pitch deck, etc.):

In a few sentences, please describe the vision you have for your team and your company:

If you have one, please describe your current exit strategy (eg. M&A, IPO, etc..)

Does the company currently have a shareholders agreement in place? *

Have shares been formally issued? If so, please describe or add a link to your cap table below:

Are the founders shares subject to vesting? *

Yes
No
What's vesting?

Current Team Size, please include any advisors as well:

Specify names, titles, paid/unpaid positions, equity, etc.

Do you or are you planning to have an Equity Stock Option Plan (ESOP) for employees?

If relevant, describe your brand and branding strategy:

Have you registered or plan to register any IP (eg. patents, trademarks, copyright, etc… if so please list below:

Describe how the IP was developed, and whether it was developed with any academic or research institutions:

Do you currently have any IP applications or applications in process? If so, please describe:

Describe your current product or service:

Where do you currently sell and/or where do you see yourself selling your product or service in the next 6 - 12 months?

Who do you consider your direct and/or indirect competition?

We’re looking forward to our meeting. In order to make our time as efficient as possible, please outline below any questions or concerns you’d like for us to address when we meet:

Thank you for filling this out! If you have any questions along the way, please feel free to reach out to Kate Grant ([email protected]) so we can best direct you.

Client Intake

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