What is the Form: Investment Inquiries under the Public Website?
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It is a form you can share with startups so they can submit their information to you for investment consideration.
- Afterward, the information is inserted directly into your Dealflow pipeline (to the Added by Investment Inquiries Form Stage).
- The GP is immediately informed with an email notification that a company submitted their information and was added to the Dealflow pipeline (you can see it in the first action of that prospect).
- Once the organization was added, you can go to the Dealflow pipelines and click on the organization and a window will appear on the right-hand-side panel. All the submitted information from the form is available in the Organization Info tab in that window.
You can choose to add a link to the form to your Public Website by going to Website > Forms: Investments and turning on a toggle next to the Show Form Button field (in the Form Setting section of the page). You can customize the fields/questions of the Form (apart from the standard compulsory fields such as the company name or location).
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