# Request templates

> Keep reusable sets of founder questions in Settings, Request templates. Start from the starter templates, edit questions and publish new versions safely.

Source: https://delsivo.com/help/founder-requests/form-templates · Updated 2026-11-07

## Key takeaways

- Request templates are reusable sets of questions you send founders from a deal. Find them in Settings, Request templates.
- Your fund starts with eight starter templates, such as Revenue quality, Financials, Team and Cap table. Edit them like any other.
- Each question has an answer type (text, number, amount, date, web address, choice, file or repeating rows), can be required, and can sit in a section or appear only when an earlier answer matches.
- Publishing makes a new version. Requests already composed or sent keep the questions they had.
- Admins and Partners change templates. Analysts use them from the deals they work on.

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](/help/founder-requests/sending-a-request).

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its category, how many questions it has, how many requests used it, **Version 2 live** (or **Not published**) and **Unpublished changes** when a draft is waiting.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

1. Click **New template**.
2. In **New request template**, enter a **Name** and choose **Start from**: **A blank template** or **A copy of** another one.
3. 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](/help/founder-requests/building-a-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.