Pre-Call Context

Pre-Call Context Checklist

Please complete prior to your scheduled introductory call.

This helps us make the conversation focused and useful. No materials or sensitive details are required at this stage. This checklist establishes required context and defines the scope of our initial conversation. It does not constitute an evaluation, approval, or guarantee of engagement or introductions.

To ensure the call is productive, this form must be submitted at least 2 hours prior to your scheduled time. If it is not received by then, the call will be rescheduled.

1. Company Information

First Name

Last Name

Company

Phone/Mobile (Optional)

Website - You can enter your domain without https://

Industry / sector:

2. Where Are You Today

What prompted you to explore investor conversations at this point? (One sentence is fine.)

3. Capital Parameters

Are you currently raising capital?

Yes, actively

Planning to raise in 3-6 months

Not currently raising

Not sure

If applicable, what’s the primary driver?

Product development

Market expansion

Team growth

Other

(This helps us determine whether our process is the right fit. No commitments are implied.)

4. Investor Exposure

If yes, how would you describe the general response so far? (No details needed.)

5. Existing Materials (Context Only)

Please don’t upload or send materials at this stage.
This is for context only.

Who created your current investor materials?

Internal team

Freelancer / agency

DIY

Not applicable

Which of the following best describes your current investor materials?

No materials created yet

Early draft (not yet used with investors)

Used with investors, but not converting

Used with investors and generating interest

Where, if anywhere, do conversations with investors tend to slow down or stall?

4. Expectations & Acknowledgement

If we identify something in how your opportunity is currently being understood or evaluated that may be limiting progress, how would you approach that?

I’d want to address it right away

It would depend on what’s identified

I’d likely focus on other priorities for now

What are you hoping to get out of this call?

“I understand this call is evaluative and does not guarantee investment, introductions, or engagement.”