In3 CAP Guarantor simple intake
Guarantor Name
Can be company name or contact name
First Name
Last Name
Company Name
Type "none" or "individual" if that's the case
Title
Email
Mobile
Phone
Website
LinkedIn ID
Accredited Status
Type
-None-
High Net Worth Individual (HNWI)
HNW Company or Family Office
Vendor (EPC/GC/OEM)
Impact Foundation / NGO
Other (use Description)
Pension Fund
Private Equity (PE) Firm
Hedge Fund
Sovereign Wealth Fund
Description
Or add comments or questions at this time
Sub-Pipeline
Sales Pipeline Standard
Sales Pipeline 2 Standard
Startup Fundraising Standard
Funding P4 / DFY Guarante Standard
Stage
Screening/Needs Analysis
Needs Analysis
Preliminary Proposal
Pre-qualification
Closed Won
Closed Lost
With Funder/DFY
Due Diligence/Terms
Contracting/Closing
Under NCNDA
Pre-qual - evidence of guarantor
Uses of funds accepted
Screened, not begun pre-qual
Not screened
Qualification
Proposal/Price Quote
Negotiation/Contracting
Identify
Confirm Accreditation and Contact Info
Pitch or Interview
Investor Identified
Meeting Planned
Term Sheet
Funding Closed
Lost
Lead Identified
Closed - Won
With Funder/Guarantor
Deferred
Screening/Pre-qualification
Proposed Deal(s)/Terms
Needs Analysis/Screening
Analysis/Screening/Pre-qualification
Needs Analysis / Strategy
Proposal/Fee Paid or Waived
Active Campaign with Funder/Guarantor
Lead Source
-None-
Ad / Social Media
Cold Call / Web Research
Employee Referral
External Referral
Online Store
Partner
Public Relations
Sales Email Alias
Seminar Partner
In-house Forum or Webinar
Trade Show
Web Download
Web Research
Chat
Business Partner
In3 Website
Partner, Other
Affiliate Referral
In3 Registered Affiliate
Other External Referral
Other (explain in Description)
Partner Referral
Status
Unclaimed - no guarantor or campaign
Assigned to Affiliate
In3 Active Campaign
In3 CGP active
In Process with Guarantor
In Closing - STAND STILL
Other