Template guide
Overview
Collect the signals early-stage investors look for in a single structured pass—traction, market, team edges, and round dynamics.
Who should use this template
- Angel and seed investors
- Accelerators
- Founders preparing diligence
What this template covers
Problem and market
- Insight
- Market size
- Why now
Traction and unit economics
- Growth
- Retention
- Margins when relevant
Team and raise
- Edge
- Hiring plan
- Round terms and use of funds
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
$1.2M ARR, 140% NRR in SMB devtools; burn 180k/mo; raising Series A for GTM…
Screening snapshot
- Traction: $1.2M ARR, strong NRR in SMB devtools
- Burn: ~$180k/mo
- Raise: Series A for GTM expansion
FAQ
- Is this investment advice?
- No—it is an intake template only.
- Can founders use it before pitches?
- Yes—mirror investor questions and generate a summary for advisors.