To help us both avoid wasting time, please answer honestly:

Do you have a minimum of $20,000 to deploy for capital raising? *

Yes

Please list the names of your C-Suite Executive Team:

CEO
CMO
CFO
COO
CTO

Do any advisors or board members bring industry notoriety/credibility?

Yes

If yes, please list key members and what they're known for

Market & Competitive Landscape

What makes your company’s offering truly unique?

Who are your top three competitors?

List Top 3 Competitors (Name & URL)

What external trends or tailwinds support growth in your sector?

Example: Digital Transformation – More people are using online banking, mobile payments, and fintech apps, driving demand for digital financial services.

Business Model & Traction

What is your Revenue Model?

What is your Customer Acquisition Strategy ?

What traction do you currently have?

LOIs, MOUs, POs, Contracts, etc. Please be specific.

Are you currently generating revenue?

Yes

Current Monthly Total Burn Rate

Tip: The Current Monthly Burn Rate is the amount of money your business spends each month to cover operating expenses

Monthly Payroll, including Vendor Costs

Current Runway - months until out of working capital:

Less than 6 months

6–12 months

More than 12 months

Aside from time and resources, has the founder invested over $250,000 cash into the business?

Yes

If yes, how much has been invested into the business?

Have you already raised outside capital?

Yes

If Yes, how much raised?

Do you currently have debt?

Yes

If Yes, how much debt?

Do you have outstanding liabilities (lawsuits, judgments, balloon payments)?

Yes

If Yes, kindly describe:

Have your financial statements been audited or certified by a third-party auditor?

Yes

If yes, by whom and when?

Paste URL link to financial pro forma

Current Pre-Money Valuation:

Expected Post-Money Valuation (this round):

What round of funding are you in?

How much capital are you seeking to raise this round?

$1M – $3M

$3M – $5M

Over $10M

If you're raising under $1M as a bridge, you may not be qualified for Legacy Capital's services.

What type of instrument are you offering (equity, note, SAFE, etc.)?

Please provide a detailed Planned allocation of capital raised (use of funds breakdown):

Either include a link to your planned capital allocation and use of funds breakdown, or ensure this information is clearly detailed in your deck when you upload it.

Are you on a strict timetable for this raise?

Yes, need to close within 3 months

Somewhat, aiming to close within 6 months

Minimum Investment Size:

Do you have a secure deal room link with supporting documents?

Yes

Do you currently have active potential investors engaged?

Yes

If Yes, paste the link here

What is your planned investor exit strategy within 3–5 years?

Acquisition by a larger company

Initial Public Offering (IPO)

Buyback by founders or management

Secondary sale to another investor

No defined exit plan yet

How will investors achieve liquidity?

If other, please describe

Anticipated timeline for achieving your exit:

What are the top three operational risks and how are you addressing them?

Cash flow management — implementing tighter budgeting and forecasting

Talent acquisition and retention — improving compensation and culture

Regulatory compliance — engaging legal and compliance experts

Technology reliability — upgrading systems and cybersecurity

Customer acquisition — diversifying marketing and sales channels

How much would market downturns or rising interest rates impact your business model?

Highly sensitive — revenue declines significantly with market shifts

Moderately sensitive — some impact but manageable through diversification

Minimally sensitive — stable demand regardless of market conditions

Not sensitive — operates independently of market or rate fluctuations

What critical challenges or risk factors could derail your path to success?

Insufficient capital or funding delays

Strong competition or market saturation

Regulatory or legal challenges

Slow customer adoption or retention issues

Economic downturn or inflation impact

Operational inefficiencies or execution risk

What were the main reasons investors have cited in the past for passing on your deal?

Investor Terms & Incentives

Are you providing any incentives, perks, or bonuses for early investors?

Yes — early investors receive a discounted valuation or bonus equity

Yes — offering preferred terms such as enhanced voting rights or liquidation preference

Yes — providing exclusive access to future rounds or premium investor events

No — all investors receive the same terms

Other

Please upload your Pitch Deck

Please upload your One Sheet here

Please upload relevant photos here

Please upload your videos here

Upload additional assets here

Thank you for your interest in LCP.
At this time you’re not qualified for capital raising with our company, but stay positive!

If you’d like to speak to our strategic partner Kyber to get prepared, click here to book a call.
>>> https://calendly.com/kyber-ceo/strategy-session <<<

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