# Ask founders for what you need once, and track every answer

> A founder information request in Delsivo is a follow-up form your team sends through the fund's portal, started from a deal, a claim or a checklist. In the pilot, forms support text, number, select and file questions with required fields. Conditional logic, currency, dates, URLs, repeating rows, preview and per-section assignees are planned for the first release. Delsivo is at design partner stage.

Source: https://delsivo.com/features/founder-requests-and-forms · Updated 2026-11-06 · Planned, not available yet

## Key takeaways

- Requests start from a deal, a claim or a checklist, and go out with a message a person has approved.
- Pilot forms: text, number, select and file questions, with required fields and reusable templates.
- First release adds currency, dates, URLs, repeating rows, conditional logic, preview, per-section assignees and delegation.
- Seven tracked states, from Draft to Complete or Expired; reminders go only for outstanding items.
- Publishing a revised template never changes the questions in a request already sent.

## What a founder information request replaces

After a first look, most funds email founders a list of questions and a request for files. Answers come back in replies, attachments and a shared folder, and someone copies them into a spreadsheet. Founders get asked for the same figure twice because the first answer is buried in a thread.

In Delsivo the request lives on the deal. The founder answers in their workspace on your [branded portal](https://delsivo.com/features/branded-subdomain), can save a draft, and can explain why an item is missing instead of leaving it blank. Your analyst sees each answer in one place, next to the question it answers.

## Templates to start from

Edit any template or build your own. Questions from Unknown criteria in the [thesis fit report](https://delsivo.com/features/fit-report) can be added in one step.

- Revenue quality: recurring revenue, currency, paying accounts, contract start dates.
- Product: roadmap, technical architecture, key dependencies.
- Security: data handled, access controls, past incidents.
- Customers: customer list, references, churn.
- Cap table: current ownership and outstanding instruments.
- Legal: incorporation, IP assignment, material contracts.
- Follow-up: open questions from screening or the interview.

## Pilot and first release, field by field

What forms support in each release

| Capability | Pilot | First release |
| --- | --- | --- |
| Text, number, select and file questions | Yes | Yes |
| Required fields | Yes | Yes |
| Reusable templates | Yes | Yes, versioned |
| Currency, dates and URLs | No | Yes |
| Repeating rows, such as one row per customer | No | Yes |
| Conditional logic | No | Yes, checked on the server too |
| Preview before sending | No | Yes |
| Per-section assignees and delegation | No | Yes |
| Per-item reminders and partial submission | No | Yes |

An example of conditional logic planned for the first release: if a founder says customers prepay annually, the form asks how that revenue is recognised.

## Sending a request and tracking it

1. Start from the deal, from a claim that needs evidence, or from a checklist.
2. Pick a template or questions, the recipients and a due date.
3. Write or approve the message. Nothing goes to a founder without a person approving it.
4. The founder answers in their workspace, saving drafts as they go, and submits.
5. Your analyst reviews each answer, accepts it or asks for changes on that item.

States: Draft, Sent, In progress, Submitted, Changes requested, Complete and Expired. Reminders go only for items still outstanding, and stop once an item is complete. A revoked link stops working, and retrying a send never sends a duplicate invitation.

## How answers feed the deal

An answer that supports or contradicts a claim can be linked to it on the [startup claims tracker](https://delsivo.com/features/claim-tracker). File questions go into scoped upload slots, covered on [secure file requests](https://delsivo.com/features/scoped-file-requests). In the first release, approved answers can also be mapped to deal fields, with a review step before anything is overwritten, and a revised answer creates a new version while keeping the original.

## Frequently asked questions

### Do founders need an account to answer a request?

Founders sign in to your fund's portal with a one-time code sent to their email. They never pay, and they can see all their open requests in one place.

### Can a founder skip a question they can't answer?

They can explain why an item is missing instead of leaving it blank. Your analyst then decides whether to accept the explanation or ask again.

### Is conditional logic in the pilot?

No. The pilot supports text, number, select and file questions with required fields. Conditional logic is planned for the first release.

### Can I send founder information requests today?

Not yet. Basic forms are planned for the pilot release. Delsivo is at design partner stage and nothing is generally available.

## Related pages

- [Founder requests and data rooms](https://delsivo.com/data-rooms)
- [Secure file request for founders](https://delsivo.com/features/scoped-file-requests)
- [Due diligence request management](https://delsivo.com/use-cases/due-diligence-requests)
- [For founders](https://delsivo.com/founders)