Angel Investor Deal Flow Intake Form

Angel Investor Deal Flow Intake Form: Screen Startups with Confidence

Finding the right investment opportunities in today's startup ecosystem requires a systematic approach to deal flow management. This Angel Investor Deal Flow Intake Form helps individual angel investors, angel syndicates, and early-stage investment groups efficiently screen potential investments while ensuring every opportunity is evaluated against consistent criteria.

Why Angel Investors Choose This Form Template

Whether you're a seasoned angel investor reviewing dozens of pitches monthly or a newer investor building your first portfolio, this intake form creates a professional, structured process for capturing startup information. Instead of juggling email threads, pitch decks scattered across platforms, and inconsistent evaluation notes, you get all the critical details in one standardized submission.

Key benefits include:

• Consistent screening criteria across all deal flow submissions
• Time savings by pre-qualifying startups before meetings
• Investment thesis alignment checks built directly into the form
• Automated routing to match opportunities with investor preferences
• Professional presentation that reflects well on your investment practice

What This Form Captures

This template is designed around how angel investors actually evaluate early-stage opportunities. It collects:

• Company fundamentals: Name, stage, incorporation details, and website
• Founding team: Background, experience, and LinkedIn profiles
• Business overview: Problem, solution, market size, and traction metrics
• Funding details: Amount raising, valuation, existing investors, and runway
• Investment thesis fit: Sector, geography, business model, and growth stage
• Investor-specific criteria: Ticket size range, co-investment requirements, and sector preferences
• Supporting materials: Pitch deck, financials, and cap table uploads

The form uses conditional logic to adapt questions based on company stage and funding structure, ensuring founders only answer relevant questions while you get exactly the information needed for your initial screening.

Perfect For These Investment Scenarios

Individual Angel Investors managing personal deal flow can use this form to create a professional intake process, whether you're sharing it on your personal site, LinkedIn, or via direct outreach to founders.

Angel Syndicates and Groups benefit from standardized submissions that make it easier to share opportunities with members, compare deals side-by-side, and track deal flow velocity across quarters.

Family Offices evaluating direct investments alongside traditional assets can use this form to ensure consistent diligence standards and proper documentation from the first touchpoint.

Venture Studios and Accelerators can adapt this template to screen incoming applications, track portfolio company progress, or evaluate co-investment opportunities with external angels.

Designed for Investor-Founder Efficiency

The form strikes a careful balance between gathering comprehensive information and respecting founders' time. Founders can complete it in 10-15 minutes, while investors receive enough detail to make informed decisions about follow-up meetings.

Smart features like upload fields for pitch decks and financial models mean you can review materials before scheduling calls, while optional fields for warm introductions and referral sources help you track deal sourcing channels.

Automate Your Deal Flow with Stepper

Once you've captured deal flow information in Paperform, you can use Stepper to automate everything that happens next. Build workflows that:

• Score submissions against your investment criteria and flag high-potential deals
• Route opportunities to different team members based on sector expertise
• Automatically send pitch decks to your Notion database or Google Drive
• Trigger calendar invites for qualified opportunities
• Update your CRM with new leads and track them through your pipeline
• Send personalized follow-ups based on investment fit

This means you can focus on evaluating promising startups rather than managing administrative tasks around deal flow.

Integration with Your Investment Stack

Paperform connects seamlessly with the tools angel investors already use. Sync submissions to:

• Airtable or Notion for deal pipeline tracking and scoring
• HubSpot or Pipedrive if you manage deal flow in a CRM
• Google Sheets for collaborative review with co-investors
• Slack to notify your team when promising deals arrive
• DocuSign or Papersign when you're ready to execute term sheets

Through webhooks and integrations via Stepper, Zapier, or Make, your deal flow data can flow wherever you need it.

Secure, Compliant, and Professional

When founders share sensitive business information, financial projections, and cap tables, they need confidence in your data handling. Paperform is SOC 2 Type II certified with encryption at rest and in transit, custom data residency options, and granular access controls.

You can add password protection for exclusive deal flow access, embed the form on a private investor portal, or share it via custom-branded links that reinforce your professional image.

Customization for Your Investment Strategy

Every angel investor has unique criteria and preferences. This template is fully customizable to match your:

• Sector focus: Add or remove industry options to match your expertise
• Geography: Filter by target markets, incorporation location, or founder location
• Stage preferences: Emphasize pre-seed, seed, or Series A criteria
• Ticket size: Adjust investment range options to your typical check size
• Investment structure: Add questions about SAFEs, priced rounds, or revenue-based financing

The doc-style editor makes it simple to add new sections, modify questions, or adjust the visual design to match your personal brand or fund identity.

Who This Template Is Built For

This form is ideal for:

• Individual angel investors building a personal deal flow process
• Angel syndicates coordinating investment opportunities across members
• Micro VCs and seed funds evaluating early-stage investments
• Family offices exploring direct startup investments
• Investment advisors helping clients access private markets
• Startup advisors who invest alongside their consulting work

Whether you're writing your first angel check or you're an experienced investor with dozens of portfolio companies, this template adapts to your workflow and sophistication level.

Start Screening Smarter

Stop losing track of promising opportunities in overflowing inboxes. This Angel Investor Deal Flow Intake Form brings structure, professionalism, and efficiency to your startup screening process—helping you identify the best opportunities faster while providing founders with a smooth, impressive experience from first contact.

With Paperform's flexibility, payment processing for due diligence deposits, conditional logic for adaptive questioning, and automation capabilities through Stepper, you get an institutional-grade deal flow system that's simple enough to set up in minutes.