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Company Intake Checklist

The information we ask for in the company intake - collected in one place so you can prepare thoughtfully before you submit.

3 min readFoundationalUpdated · July 2026

Company essentials

Legal name, structure, headquarters, incorporation date, ownership summary at high level, current stage, and category. Written in a paragraph a generalist can understand.

The situation

What you are working on, why now, what you are seeking, and what specifically would make an introduction useful. Include what you are not asking for; boundaries are informative.

The numbers that matter

Trailing twelve months of revenue or equivalent traction metric; runway; last round detail. A simple, honest version is more useful than a polished one.

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