Venture Capital Funding Application

Streamline Your Venture Capital Fundraising with Paperform

Raising venture capital is one of the most critical milestones for startups and high-growth companies. But the fundraising process is notoriously time-consuming—juggling pitch decks, email threads, data room requests, and inconsistent application formats across different VC firms.

This venture capital funding application template transforms your fundraising process into a structured, professional experience that helps you qualify serious investors while capturing all the essential information VCs need to make informed decisions.

Why Use This VC Application Form?

Instead of sending pitch decks into the void or managing scattered investor conversations, this template gives you:

• Consistent data collection across all potential investors, making it easier to compare terms and track conversations
• Reduced back-and-forth by capturing market size analysis, competitive landscape, team bios, and funding terms upfront
• Professional first impression with a branded, polished application that signals you're organized and investment-ready
• Automatic organization of all investor applications in one place, with timestamps and structured data you can export, analyze, or sync to your CRM

Whether you're a startup founder preparing for a seed round, a growth-stage company raising Series A or B, or an innovation team within a larger organization seeking internal venture funding, this template adapts to your specific fundraising context.

What This Template Collects

This comprehensive application form gathers everything venture capitalists need for initial evaluation:

Company Overview: Business name, website, founding date, incorporation details, location, and current stage of development. This section establishes the basics and helps VCs quickly understand your company context.

Business Model & Market Opportunity: Your value proposition, target market definition, revenue model, current traction metrics, and detailed market size analysis. VCs use this section to assess whether your opportunity is large enough to justify their investment thesis.

Competitive Landscape Analysis: Direct and indirect competitors, your competitive advantages, barriers to entry, and market positioning. This helps investors understand how you'll capture market share and defend your position.

Team & Advisors: Detailed bios of founding team members, key hires, advisors, and board members. For early-stage companies especially, VCs often say they "invest in teams, not just ideas," making this section critical.

Financial Information: Current revenue, burn rate, runway, key financial metrics, and use of funds. This data helps VCs model your growth trajectory and determine if the round size makes sense.

Funding Round Details: Amount seeking, valuation expectations, previous funding history, existing investors, and proposed terms. This section sets clear expectations and helps VCs determine if there's alignment on deal structure.

Vision & Milestones: Long-term vision, key milestones for the next 12-24 months, and success metrics. VCs want to see you have a clear roadmap and understand what needs to happen to reach the next stage.

Perfect for These Scenarios

Venture Capital Firms can embed this form on their website to standardize deal flow, reduce time spent on initial qualification calls, and ensure their investment committee sees consistent data for every opportunity. Add conditional logic to route applications based on stage, industry, or funding amount to the right partner or analyst.

Accelerators & Incubators use this template to evaluate cohort applicants, collecting detailed information about market opportunity and team before demo day. Customize the form to include questions specific to your program's focus areas.

Angel Investor Networks can deploy this form to their deal flow pipeline, letting portfolio scouts or syndicate leads submit opportunities in a standardized format that's easy to review and compare.

Corporate Venture Arms need detailed competitive analysis and market sizing to ensure strategic alignment with parent company goals. This template includes those sections while maintaining flexibility to add industry-specific questions.

Startups Building Investor Lists can use this form as an application gateway, filtering serious investors from tire-kickers and collecting information that helps you decide which firms to prioritize in your outreach.

Customize for Your Investment Thesis

Because Paperform works like editing a document, you can easily customize this template to match your specific investment criteria:

• Add dropdown menus for specific industries, stages, or business models you focus on
• Include file upload fields for pitch decks, financial models, or product demos
• Use conditional logic to show different questions based on company stage (pre-revenue vs. growth-stage require different data points)
• Add calculation fields to automatically compute metrics like CAC:LTV ratio or months of runway based on entered financials
• Customize the success page to set expectations about your review timeline and next steps

The template's professional design and logical flow signal to founders that you're a serious, organized investor worth engaging with.

Automate Your Deal Flow with Stepper

Once applications start flowing in, you don't want them sitting in your inbox. Connect this form to Stepper, your AI-native workflow builder, to:

• Automatically add applications to your deal flow CRM or Airtable base with all fields mapped correctly
• Send applications to Slack or Microsoft Teams channels organized by investment stage or industry vertical
• Trigger email sequences that keep founders updated on their application status
• Route high-priority applications directly to specific investment committee members based on their focus areas
• Create scoring models that automatically flag applications meeting your investment criteria

Stepper turns each submission into an intelligent workflow, ensuring no promising opportunity falls through the cracks while your team focuses on the deals that matter most.

Built for Teams That Move Fast

Paperform's venture capital application template includes:

Conditional logic to show or hide questions based on previous answers, keeping the form focused and relevant for each applicant's situation.

Multi-page layout that breaks the application into logical sections, preventing overwhelming long forms and improving completion rates.

Save and continue later functionality, so founders can complete the application over multiple sessions as they gather team bios or financial data.

File uploads for supporting documents like pitch decks, financial models, cap tables, or product demos.

Mobile-responsive design ensuring founders can submit from any device—because the best time to apply is when they're ready, not just when they're at a desk.

Custom branding so the form matches your fund's website design, using your fonts, colors, and logo for a cohesive brand experience.

Security and Compliance Investors Trust

When dealing with sensitive financial information, market intelligence, and competitive analysis, security isn't optional. Paperform is SOC 2 Type II compliant with robust data protection, SSL encryption, and the ability to set data residency preferences. You can also add password protection to ensure only invited founders can access the application.

For funds managing multiple portfolios or operating across different regulatory jurisdictions, Paperform's Agency+ and Enterprise tiers offer team collaboration tools, SSO, advanced permissions, and audit logs that meet institutional standards.

Who This Template Is Built For

This template serves the full venture capital ecosystem:

Early-Stage VC Firms evaluating seed and Series A opportunities need to assess team, market size, and product-market fit signals. This form captures those qualitative and quantitative indicators efficiently.

Growth-Stage Investors focusing on Series B+ need detailed competitive analysis, financial metrics, and go-to-market strategy. The template includes sections for revenue, burn rate, and traction that matter at later stages.

Startup Founders can use this template as an internal checklist, ensuring they've thought through every question a serious VC will ask before they start pitching.

Accelerator Programs running competitive application processes need standardized data to compare hundreds of applications objectively.

Investment Bankers and M&A Advisors can adapt this template for sell-side processes or growth capital raises, maintaining consistent data collection across potential investors.

Integrate with Your Existing Stack

Paperform connects seamlessly with the tools venture capital firms and startups already use:

• HubSpot, Pipedrive, or Salesforce for deal flow CRM management
• Airtable or Notion for building custom deal databases with views by stage, industry, or partner
• Google Sheets for quick analysis and sharing with investment committees
• Slack or Microsoft Teams for instant notifications when high-priority applications come in
• Calendly or other scheduling tools to automatically book follow-up calls with qualified founders
• DocuSign or HelloSign for term sheet execution once you're ready to move forward (or use Papersign for native eSignatures that connect directly to your form data)

And with Stepper, Zapier, Make, or webhooks, you can connect to virtually any other platform in your investment stack.

Get Started in Minutes

This template is ready to use out of the box, but you can customize any question, section, or design element to match your fund's specific investment thesis and process. Whether you're looking to streamline your deal flow, improve your founder experience, or simply stop losing promising applications in email threads, Paperform gives you the flexibility and power to build exactly the process you need.

Trusted by over 500,000 teams worldwide and built for investors who value both speed and thoroughness, this venture capital funding application template helps you identify your next portfolio company faster.