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💸 RAISE Onboarding Questions

By collecting the information requested below, Revscale Raise™ can create tailored outreach messaging that effectively communicate your company's value proposition and other necessary details needed to fundraise. After you have completed the onboarding questions below, you will be asked to schedule a time for your onboarding call where you will receive credentials to the Revscale Raise™ platform!

Your full name

Your email (this will be your username for Revscale)

Your phone number, in case we need to text you an alert about your campaign(s)


Your LinkedIn Credentials

Email you use to sign in to LinkedIn with

Your password (which will be encrypted)


Company name

Company overview

Short description of product and/or service

Industry/Sector

Who is your ideal investor?

Who is your ideal investor?

Are there any specific geographic regions you are targeting for investment?

What is the primary purpose of seeking investment?

How much funding have you raised to date (in USD)?

Do you have a specific funding amount in mind (in USD)?

What instrument are you raising on?

What stage would you currently consider your company to be at?

What stage would you currently consider your company to be at?
A
B
C
D
E
F
G
H
I

What is your current state of development?

What is your current state of development?
A
B
C
D
E

What makes your company stand out from competitors in your industry?

Are there any key achievements or milestones you’d like to highlight?

What specific industries does your company operate within? In other words, what industries would you prefer your ideal investors to be associated with?

What specific industries does your company operate within? In other words, what industries would you prefer your ideal investors to be associated with?

What key messages or value propositions would you like to convey to potential investors?

Provide 3 achievements which would interest an investor in

Are there any success stories, customer testimonials, or case studies that can be used to showcase your company’s potential to investors?

Please share 1 or 2 links to your ideal investor’s profile (it can be from anywhere, not just LinkedIn)


Do you have any existing materials (such as a pitch deck or one-pager) that we can use for reference?

Do you have a link to your pitch deck?

What is your preferred method of meeting with an interested investor?

Name any investors or firms the AI should exclude from the outreach

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