What the funnel asks for
- Event type, broad capital range, timing, state, requested help, contact details, and consent to share the inquiry.
- Optional context that helps an advisor understand the situation before reaching out.
Do not share more than the match needs.
The public intake is designed to collect context, not private documents. Keep account numbers, tax returns, legal documents, and credentials out of the form.
What it should not ask for
- Account numbers, Social Security numbers, full tax returns, private entity documents, legal settlement documents, or login credentials.
- Exact portfolio values are not required for the public match profile.
What it does not do
- The funnel does not verify accredited investor status, provide investment advice, calculate taxes, or recommend securities.
Start safely.
The intake asks for broad context and consent before any introduction request.