New Affiliate Interest Registration
Last Name
First Name
Email
Company Name
Example of deals you intend to bring
List the approximate size, location, type and estimated budget, if known, of the first project(s)
Title
LinkedIn ID
Website
Phone
Mailing Country
Describe any special qualifications, skills, cultural or language competence, etc.
Target Start Date
Sub-Pipeline
Sales Pipeline Standard
Sales Pipeline 2 Standard
Startup Fundraising Standard
Project Tracker 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
New Task
Working
On Hold
Completed
Cancelled