Send a request to a founder
Ask a founder for documents and answers from the deal's Requests tab, with a due date and reminders. Admins and Partners send; Analysts can save a draft.
A founder request asks a company for specific information, such as monthly revenue, a cap table or a security policy, with a due date and reminders. The founder answers on your portal, question by question, and your team reviews each answer. Nothing is sent to a founder until a person at your fund sends it.
Compose a request
- Open the deal and click Requests, then New request (or Ask for information if there are none yet).
- Under Template, choose one, such as Revenue quality (7 questions). Its questions are copied into the request. Later edits to the template won't change this request. See Request templates.
- Adjust the questions: drag to reorder, switch Required on or off, remove one with the bin, or click Add a question, enter the Question, choose the Answer type (text, number, amount, date, web address or file) and click Add. Sections, follow-up questions and repeating rows come from the template; removing a question removes any follow-up that depended on it.
- Choose the Founder who should answer. Only founders of this company with a portal account are listed.
- Check the Title (the founder sees it) and add a Message to the founder: a line of context on why you ask and what happens next.
- Set the Due date. It defaults to two weeks from today and ends at the end of the day in your fund's time zone. It is a target: the founder can still answer after it, and your team sees the request as Overdue.
- If the request is about a claim, choose it under Linked claim.
- Switch on Let the founder send answers in parts if they may send what's ready now (say, the revenue figures) and the rest later. You review each part as it arrives. Off by default: the founder sends everything at once.
- Under Reminders, choose Weekly (the default), Every 3 days or No reminders.
Open the Founder preview tab to try the questions as the founder will, with follow-up questions appearing as you answer. Open the Email preview tab to see the subject and the email exactly as the founder gets it, from your fund and in your portal's brand.
Start from a screening's questions
On the deal's Fit tab, Questions for the founder has Send as a request. It saves a draft with each question as a required long answer, titled Questions from our first review, and opens this composer on it, so you only review and send. See Read a deal's fit report.
If no founder of the company has a portal account yet, you see "No founder of this company has a portal account yet. They get one when they apply on your portal." If your portal has no active address, you can save a draft, but sending needs a portal the founder can open.
Send it, or save a draft
- Send to founder (Admins and Partners): confirm in Send this request to [founder]? with Send request. You see Request sent. The founder has an email with a link to answer.
- Save draft: keeps it for later. Only your team sees drafts. An Analyst sees Draft saved. A partner can send it from the deal's Requests tab.
To send a draft later, open it on the deal's Requests tab and click Send to founder, or edit it first. A draft can be deleted with Delete draft; the founder never saw it.
Sending is refused, with the reason, when the request has no questions, no founder is picked, the due date has passed, or the founder has no email address Delsivo can use.
What the founder gets
An email from your fund, [Your fund] asked for information: [title], with your message, the due date, the list of questions and an Answer the request button that opens the request on your portal. While any request waits on them, their application status shows Information requested. See Answer a request from a fund.
Emails never carry answers, your internal notes or ratings.
The deal's Requests tab
Each request shows its title, state, progress (such as 3 of 7), who it is to and the due date. Click one to open it in a side sheet. See Review a founder's answers.
The Requests page
Requests in the sidebar lists requests across every deal you can open, with Request, Company, State, Progress, Sent and Due. A due date that has passed while the founder still owes answers shows in red.
Use the views to focus: Open, To review, Waiting on founders, Drafts, Closed and All. Search by Title or company. Click a row to open the request.
Who can do what
| Admin, Partner | Analyst who owns the deal | Committee member | |
|---|---|---|---|
| See requests | Every deal | Yes | No |
| Compose and save drafts | Yes | Yes | No |
| Send to the founder | Yes | No | No |
| Review, send back, revoke, extend the deadline | Yes | Yes | No |
A Delsivo support view can read requests but not change or send them. Sending, reviewing, revoking and deadline changes are recorded in the activity log, without the answers.
Frequently asked questions
Can I send the same request to two founders of a company?
Each request goes to one founder. Compose a second request for the other founder.
Will reminders keep going after the founder answers?
No. Reminders go only while the request waits on the founder, and list only the questions still open. See Request states and reminders.
Can I send questions from the fit report?
Send as a request on the Fit tab isn't available yet. Add those questions to a request on the Requests tab with Add a question.
Something unclear or missing? Tell us