Investor Shortlist Review Form
Assess investor fit and document your recommendation.
Reviewer Name
*
First Name
Last Name
Review Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Company or Fundraising Initiative
*
Investor Name
*
First Name
Last Name
Investor Firm
*
Investor Investment Focus
*
Rate Investor Fit Across These Criteria (1 = Poor Fit; 5 = Excellent Fit)
*
Rows
Rating
Investment stage
1 — Poor fit
2 — Limited fit
3 — Moderate fit
4 — Strong fit
5 — Excellent fit
Sector alignment
1 — Poor fit
2 — Limited fit
3 — Moderate fit
4 — Strong fit
5 — Excellent fit
Check-size fit
1 — Poor fit
2 — Limited fit
3 — Moderate fit
4 — Strong fit
5 — Excellent fit
Thesis alignment
1 — Poor fit
2 — Limited fit
3 — Moderate fit
4 — Strong fit
5 — Excellent fit
Strategic value
1 — Poor fit
2 — Limited fit
3 — Moderate fit
4 — Strong fit
5 — Excellent fit
Diligence Concerns or Red Flags
Overall Recommendation
*
Shortlist
Maybe
Do not shortlist
Recommended Next Step
*
Submit Review
Should be Empty: