Request templates
Keep reusable sets of founder questions in Settings, Request templates. Start from the starter templates, edit questions and publish new versions safely.
A request template is a set of questions you ask founders again and again, such as revenue detail or the cap table. You pick one when you compose a request on a deal, then adjust it for that founder. See Send a request to a founder.
Open Settings → Request templates.
Starter templates
The first time anyone opens this page or the request composer, your fund gets eight templates, already published: Revenue quality, Customers, Financials, Team, Cap table, Legal, Security and Follow-up questions. They are starting points. Edit, copy or archive them. A starter added later (Financials and Team, added November 2026) appears once in funds that already have templates; one you archived never comes back.
- Financials: reporting currency (the common currencies, or Other), cash in the bank, average net monthly burn, runway, revenue, gross margin and burn by month for the last 12 months, what goes into cost of revenue, customer cohorts, the financial model and the latest management accounts.
- Team: founders and team leads (role, start date, full time), headcount, the cap table, founder vesting (with details when it isn't the standard four years with a one-year cliff), the option pool, references you may call, and IP assignment.
Each template shows its category, how many questions it has, how many requests used it, Version 2 live (or Not published) and Unpublished changes when a draft is waiting.
Create a template
- Click New template.
- In New request template, enter a Name and choose Start from: A blank template or A copy of another one.
- Click Create template.
You see Template created as a draft. and the template opens.
Edit the questions
A template opens in the form builder: the questions on the left, the canvas in the middle and the selected question's settings on the right. See Build a request form for every answer type, sections and follow-up questions.
- Template name: on the canvas. The composer uses it as the request's title, which the founder sees.
- Insert (or Add above the list) adds a question after the selected one. Drag a question by its handle to reorder it, or use the keyboard (Space to pick up, arrow keys, Space to drop).
- Select a question to edit it under Question settings: the Question, the Answer type, Required, Help text, Section, Show only when, and what its type needs (options, a currency, columns).
- Question → Remove question removes it, with Undo.
Answer types: Short text, Long text, Number, Amount and currency, Date, Web address, Choice, File upload and Repeating rows.
A template holds up to 40 questions. Preview shows the questions as founders see them, with follow-ups live.
Save and publish
- Save draft keeps your changes without affecting anything. You see Draft saved. Publish it when it is ready.
- Publish version 3 asks Publish version 3? and lists what changed, then makes it live. You see Version 3 is live. Requests already composed keep their questions.
- Discard draft throws the draft away and keeps the live version.
Versions lists every version with its date, number of questions and how many requests used it. Each request keeps the questions it was sent with, so answers always match their questions.
Archive a template
Click the archive button on its row. You see that it was archived, with Undo. Requests already sent keep their questions.
Who can do what
Admins and Partners create, edit, publish and archive templates. Analysts see "Only an admin or a partner can change templates. You can use them from any deal you work on." Committee members don't send requests.
Frequently asked questions
If I change a template, do founders see the change on requests already sent?
No. A request keeps the version it was composed from.
Can I change questions for one founder only?
Yes. Edit the questions in the composer when you prepare the request. The template stays as it is.
Something unclear or missing? Tell us