Explain a missing item

Sometimes a fund asks for something your company doesn't have, such as annual prepayments when you only sell monthly plans. You don't have to leave the request unfinished.

Mark a question as not applicable#

1. On the question, tick This doesn't apply to us.
2. Under Why not?, write a short reason, for example "We only sell monthly plans, so there are no annual prepayments."
3. Your answer saves as you type, like any other.

If the reason is too short, the page asks you to say a few words more. Untick the box to answer the question normally again.

Share it after the term sheet#

Some documents are usually shared in confirmatory diligence, once a fund has offered terms: signed customer contracts, employment agreements, detailed financials.

1. On the question, tick We'll share this after the term sheet.
2. Under Anything the team should know? (optional), add a note if you like, for example "The customer contracts need their consent first."
3. It saves straight away and counts as an answer, even for a required question.

Untick the box to answer the question normally again.

What happens next#

When you send your answers, the fund sees Not applicable with your reason, or After the term sheet with your note. They can accept it, or ask for something else with a note. If they do, the question opens again and you can answer it or explain further.