Answer a request from a fund

When a fund wants more information, such as revenue by month or your cap table, it sends you a request. You get an email with an Answer the request button, and your application status shows Information requested. Answer on the fund's portal: sign in, then open Requests.

Your requests#

Requests lists what is Waiting on you, with each request's due date and how many questions you've answered. Requests you've sent and closed ones are under Sent, closed or expired. A due date within two days stands out. A request past its date stays under Waiting on you: you can still answer it.

Answer the questions#

Open a request to see the fund's message, the due date and a progress bar, then each question.

• Type your answer. Questions marked Optional can be left empty.
• Amounts have a currency next to them. Unless the fund set one, pick yours from the list: type its code or name to find it. Dates open a date picker. Web addresses need to be a full link, such as kitepath.com/pricing.
• Some questions ask for rows, such as one row per month. Tap Add a row for each one; an empty row is left out. Every row needs its required cells before you send.
• A follow-up question can appear after you answer an earlier one, with a line such as "Asked because "Do any customers prepay annually?" is Yes." If you change that answer, the follow-up goes away and isn't sent.
• Your answers save as you type. A line says Saving…, then Saved just now. If it says Not saved, check your connection; it tries again when you type.
• For a file, see Upload a file for a request.
• If a question doesn't apply, tick This doesn't apply to us and say why. See Explain a missing item.

You can close the page and come back at any time while the request is open. Nothing reaches the fund until you send it.

To have a teammate answer a section, tap Ask a teammate next to its heading. See Ask a teammate to answer part of a request.

Send your answers#

When every required question has an answer, a file, or a reason it doesn't apply, tap Send answers to [the fund], then confirm. If something is missing, the page tells you which question. If a file is still being checked for viruses, wait for the check to finish.

You see Sent to [the fund]. They will review each answer. The request shows Sent to the fund and your answers can't be changed while the team reviews them.

Send what's ready#

If the fund allows it, Send what's ready sends the questions you've answered now, and the rest stay open for later. The answers you sent show Sent and can't be changed; the fund may review them before you finish. When you send the last required answer, the request goes to the fund as a whole.

If the fund asks for a change#

You get an email listing the questions to change, with the team's notes. On the request, those questions show The team asked for a change with the note, and your previous answer. Only they can be edited; everything else stays as it was. Update them and send again.

When the team accepts everything, the request shows Complete and there is nothing more to do.

Due dates#

The due date is shown on the request. It is the date the fund hopes to hear from you by, not a deadline that locks you out: if it passes, you can still answer and send, until the fund withdraws the request. Reminder emails list the questions still open, at most once a week after the date. A request that shows Expired was closed under an older rule; ask the fund for more time and it reopens.

What the fund sees#

The fund sees the answers you send, and each version if you change one later. It doesn't see what you type until you send it. If a fund withdraws a request, its link stops working.

Questions about how your data is used? The fund is responsible for what you send it, so contact the fund.