Baseline Assessment

Basic Information

First Name*

First

Last Name*

First

Email*

Company Name

My Organization Website

Which of the following are priorities for you?

Fundraising
Sales / Customer Development
Hiring
Upgrading Service Providers
Finding Mentors

Market Readiness

What are you currently selling or what do you intend to sell?

Product
Service
Subscription service (eg SaaS)

How ready for market is your product/service?

What type of intellectual property is connected to your product/service?

None
First Mover
Trade Secret (Secret Sauce or Formula)
Digital (Software Code, Algorithm, Method)
US Patent Pending
US Patent Issued

Describe in a few words the problem your business solves:

Upload a pitch deck or exec summary

Max. file size: 50 MB.

If you are currently generating sales what sales channel(s) are you using?

Select all that apply

Captive Direct sales force
Shared Direct sales force (partnerships)
Through a wholesale distribution network
Brick and Mortar Retail
E-commerce
None yet

Who are your competitors?

Team

Does the management team have direct, prior (and successful) experience in the industry you're trying to operate in?

Yes
No

Have the founders started a company before?

Yes
No

How many years of senior management experience does the CEO have?

Are you hiring?

If so, please share an online link or roles

Traction

Do you have paying customers?

Yes
No

What is your current annual revenue?

Financials

How much capital has the company raised?

How much capital has the team raised (outside of current venture)?

Does the company have a current set of financials (actual results YTD) including P&L, Balance Sheet and Cash Flow?

How have you funded the business so far?

Personal funds
Bootstrapping with revenue
Friends+Family
Professional Investors
Other (e.g. grants, SBA loans)

How much money do you think you need to raise?

How many months of runway do you currently have?

Customer Development

What type of customer are you selling to?

Individual consumers
Small / Mid-Size Businesses
Large Enterprises
Government
Education and/or non-profits

Describe your ideal customer profile. Who is making the purchasing decision?

Partners & Mentors

Are you looking for service providers in any of these areas?

Legal
Accounting, Tax & Audit
Executive Recruitment
Hiring / Recruitment

Is there a specific type of mentor you're looking to meet?

Ex: microbiologist at research university, exited entrepreneur in your industry

Is there anyone else you're looking to meet besides investors?

Ex: fellow founders in the same industry, customer intros, etc. The more specific you can be here, the better!

Email

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Baseline Assessment