§ 03 — Apply
Example intake materials.
Three lightly-fictionalized examples — one per track — showing the difference between a generic submission and one that reviewers actually score well. Names and figures are illustrative. Patterns are not.
CAPITAL EXAMPLE
Single-family office, $25M deployable
Mandate paragraph
WEAK
“We invest in great founders building category-defining companies across tech, consumer, and frontier sectors.”
STRONG
“We deploy $1–4M checks into post-revenue B2B vertical SaaS in regulated industries (insurance, healthcare ops, logistics). We lead or co-lead seed and A; we do not bridge.”
FIELD-BY-FIELD
DECISION AUTHORITY
Principal, sole IC. No external LPs.
Reviewer note — Reviewers verify this against entity records during alignment review.
TRACK RECORD
11 prior allocations since 2019; 2 exits (one strategic, one secondary). Median hold 3.4 years.
Reviewer note — Specific counts beat adjectives. We will ask for two of the eleven.
ACTIVE MANDATE
Looking for one operator partnership in claims-automation or compliance ops, EU or US. Capital is set aside.
Reviewer note — Naming the slot tells us where to route — not who to flatter.
OPERATOR EXAMPLE
B2B SaaS, $4.2M ARR, raising A
What you need
WEAK
“Looking for capital and strategic guidance to scale our platform to the next level.”
STRONG
“Raising $6M Series A. Need: one lead with vertical SaaS pricing experience, plus a distribution partner inside US mid-market brokers. Have term sheet under review; not pressed.”
FIELD-BY-FIELD
TRACTION
ARR $4.2M (12-mo growth 2.6x). Net retention 118%. Gross margin 71%. CAC payback 11 months.
Reviewer note — Five numbers in one line is enough for a first read.
TEAM
21 FTE. Co-founder/CTO ex-Stripe. VP Sales hired Q2; ramping. Two open roles funded post-A.
Reviewer note — We map the team to the round, not the headline.
DECK
Current investor deck, 14 slides, PDF, 6 MB.
Reviewer note — Send the live deck — not a redacted public version. Confidentiality is covenant.
REFERENCES
Seed lead (named partner) + current board observer.
Reviewer note — References we can call this week, not next quarter.
CREATOR EXAMPLE
Owned-audience operator, 380k newsletter
What you need
WEAK
“Looking for partners to help me scale my brand and unlock new revenue streams.”
STRONG
“Want a capital + operating partner for a paid product launch (course or SaaS) into our 380k subscriber base. Will license audience data; will not sell the brand.”
FIELD-BY-FIELD
AUDIENCE PROOF
Newsletter analytics: 380k subs, 47% open rate, 6.2% CTR (rolling 90 days). Screenshot attached.
Reviewer note — Owned-channel metrics — not platform follower counts.
REVENUE MIX
TTM revenue $1.4M: 62% sponsorships, 28% affiliate, 10% one-off products. Want to flip to recurring.
Reviewer note — Show the mix, then where you want it to go.
ASYMMETRY
Only English-language daily brief in our niche; 6-year publishing cadence; 71% of subs from organic referral.
Reviewer note — Defensibility you can defend, not adjectives.
REFERENCE PARTNERSHIP
Existing licensing deal with [strategic]; renewal completed last quarter.
Reviewer note — One real partnership beats ten letters of interest.