Template guide
Overview
Prepare for deep-dive investor reviews. This questionnaire covers everything from product architecture to financial projections, helping you front-load the diligence process.
Who should use this template
- Venture capital firms
- Angel groups
- Founders preparing for Series A+ diligence
What this template covers
Company & product
- Company overview
- Product description
- Market opportunity
Metrics & traction
- Revenue metrics
- Unit economics
- Customer traction
Tech & risk
- Technical architecture
- Legal risks
- Financial projections
- Exit strategy
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
Technical architecture is AWS-based serverless; no IP disputes; $2.5M LTV; payback period 14 months…
Diligence overview
- Tech: Scalable AWS serverless architecture with documented security protocols
- Legal: Clean IP chain of title with no active disputes
- Economics: Strong LTV of $2.5M; efficient 14-month payback period
FAQ
- Is this for seed or Series A?
- It is comprehensive and most suitable for Series A or sophisticated seed rounds.
- How long does it take to complete?
- Approximately 30–45 minutes if you have your metrics and docs ready.