Angel Investor Inquiry Form

Streamline Angel Investor Inquiries with Paperform

For SaaS startups seeking angel investment, managing inbound investor interest requires a professional, organized approach. This Angel Investor Inquiry Form template helps you qualify potential investors, understand their investment thesis, and gather the information you need to determine fit—all before scheduling that first call.

Built for SaaS founders and investment teams

Whether you're pre-seed, seed stage, or Series A, this template captures the critical data points that matter: current funding stage, key traction metrics (MRR, ARR, growth rate), investor preferences, check sizes, and strategic value beyond capital. The structured format helps you quickly assess whether an investor's thesis aligns with your startup's stage, sector, and growth trajectory.

Capture pitch materials and automate follow-ups

Investors can upload pitch decks, financial models, and other supporting documents directly in the form. Combined with Paperform's native integrations, you can automatically route submissions to your CRM (like HubSpot or Pipedrive), notify your team in Slack, and even trigger personalized follow-up sequences through Stepper based on funding stage or investor type.

Professional brand experience from first contact

First impressions matter in fundraising. Paperform's document-style editor lets you customize fonts, colors, and layout to match your startup's brand, ensuring every touchpoint—including investor inquiries—reflects the quality and attention to detail that investors expect. Embed this form on your startup's investor relations page or share it directly via custom link.

Secure, SOC 2 compliant data handling

Investor inquiries often contain sensitive financial and strategic information. Paperform is SOC 2 Type II compliant, ensuring that pitch decks, traction metrics, and contact details are handled with enterprise-grade security. This gives both you and your potential investors confidence in the process.

Trusted by startups worldwide, this template helps you manage the investor pipeline with the same operational excellence you bring to your product.