Investor Intake

Tell us what is being evaluated, which claims matter, and when the capital decision is due.

The initial intake is designed to qualify the review without requiring confidential disclosure. It helps determine whether the correct starting point is a technical-risk screen, two-week diligence review, portfolio assessment, mechanism audit, or framework-specific investigation.

Investor Intake

This concise form establishes the capital decision, technical claims, deadline, concerns, and access available. Detailed materials can move through a controlled process after fit and authority are confirmed.

Investor and mandate

Tell us who is requesting the review and who will use the result.

Target and capital decision

Describe what is being evaluated and the decision that depends on the review.

Claims and concerns

Focus on the technical questions that could change the decision.

Access available

Choose what can be reviewed. No data-room credentials should be placed in this form.

Requested starting point

Choose the closest option. The final scope may be narrower after review.

Submission and boundaries

Do not submit data-room passwords, confidential credentials, export-controlled material, unpublished patent claims, or target-company information you are not authorized to share.

Do not submit passwords, access credentials, export-controlled information, patient-identifiable information, trade secrets, unpublished patent claims, or material you are not authorized to share.

A submission is reviewed for fit. It does not create an engagement until scope, terms, access, and responsibilities are agreed in writing.