New Client Intake

Welcome! Please fill in the intake form as completely as possible. You will be able to add your slide deck, business plan, projections, industry information and more at the end of the form.

We look forward to discussing your company and your business plans soon in our complimentary 30-minute online call!

Complete This Form Now and Continue!

Step 1 of 3

Founder/CEO Name(Required)

“Are You Investable?” Intake Process

  1. Complete the online new company intake form to set up your first call.
  2. Securely load in your full company materials: executive overview, slide deck, business plan, financials, industry data, or more.
  3. Prepare to skydive in our opening discussion into all functional areas: operations, logistics, procurement, finance, sales, marketing, legal, or more.
  4. Complete questionnaire #1 exploring the founder and team behind the product or service in a one-hour business mentor online session.
  5. Revise, rethink, and improve your odds using pitch and story recommendations to sharpen your presentation and your investor appeal.
  6. Complete questionnaire #2 which explores the product or service and the role it fills in a one-hour online session.
  7. Receive your summary and report for review and company distribution.
  8. Connect through our best matching program with access and referral to logical capital sources.

$499 AI Investor Matching

The industry’s first AI-powered system connecting entrepreneurs with the investors most likely to fund their ventures.

Using dozens of data points — from industry and sub-sector focus to funding range, company stage, and portfolio makeup — our AI identifies investors with a natural fit for your startup.

This process opens your venture to thousands of qualified investors across North America, far beyond your local network. You’ll receive a curated list of ideal matches to review and choose which investors to contact. You can reach out directly, or our team can facilitate introductions and calls.

Our system eliminates wasted time on mismatched leads, removing over 90% of investors outside your target scope.

Note: Investors never pay any fees. Your company stays in our matching network until you reach your goals or request removal.