Capital Engine Application

First Name *

Last Name *

Title *

LinkedIn URL *

Email *

Phone *

I agree to receive information from Health Board Advisors and its associates to help grow my business and fundraise. I can text for assistance. I can reply STOP to unsubscribe at any time.

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Do you have cofounders? If so what are their names/titles/contact info so we can include them in this process? *

Of these critical advisory board roles, which ones are you currently missing? (Select all that applies) *

Can you describe the people and resources you’re currently using to raise capital? What roles do these supporters play—such as sourcing investor leads, performing outreach, joining investor meetings, or reviewing your pitch materials? For each, how have their activities contributed to your fundraising process so far, and what outcomes have you seen? *

What is your current business model? *

What is your revenue model? *

What's your CAC and Life time value? (Existing or projected). Break it down here or attach your performa excel. *

What's your monthly revenue and gross profit for the past 24 months, cash vs accrual; seasonality. Break out by product, segment, and channel *

Why are you raising now? How will you be using the fund for your business? How much are you targeting? *

What would be most supportive to you in closing this next round? *

Have you pitched before? What feedback did you get from investors? *

Upload Your Latest Pitch Deck *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

What are your business goals in 3 years? *

What is your current relationship with money? (How do you think about receiving it, asking for it, managing it, or being seen with it? Be honest — this impacts how you raise.) *

On a scale from 1 to 10, how would you rate your ability to follow strategic direction, implement consistently, and communicate clearly — especially when handing off to others? *

Why did you pick the number from the last question? What helps you stay on track? vs What gets in your way? *

What has to happen in the next 6 months for this business to still make sense to pursue? *

On a scale of 1 to 10, how committed are you to making this fundraising round a success? *

And what are you willing to do to ensure that success — even when it gets hard, uncomfortable, or slow? (Be specific: Time, visibility, team decisions, personal growth, feedback, etc.) *

Why do you want to work with Health Board Advisors specifically? *

What would make this engagement a no-brainer success for you? *