Company | Client Onboarding Form

Client Onboarding

Kindly complete the form for our client onboarding team to process your request.

"*" indicates required fields

Business Information

Client Name*

Select Your IOC Tier*

Tier 1 – 1,000 IOCs

Tier 2 – 1,750 IOCs

Tier 3 – 3,000 IOCs

Tier 4 – 7,000 IOCs

Tier 5 – 10,000 IOCs

Other

Choose the appropriate IOC Tier based on your agreement. If the amount doesn't match a tier, select "Other" and specify.

Exemptions Selection*

Regulation A+

Regulation C

Regulation D

Regulation S

Select the applicable exemption(s). If you choose "Other" or select more than one, please provide additional details.

If you selected two or more exemptions, please specify details below:

Important Dates

*Note on 2 Weeks Onboarding

Status of the Raise

About the Raise – General Questions

What’s your share price?

What is the minimum investment size?

What kind of shares are you issuing?

How much are you raising?

What is the company's current valuation?

Why should I invest?

How will the company make money?

How do I know people will buy this solution?

Are there more opportunities ahead?

Why didn’t a bigger company do this already?

How do you plan to use the proceeds from this funding round?

What perks do I get for investing?

Can I attend a live webinar?

How do I get a return on my investment?

How long are you expecting the company to operate before another round?

What is the company’s exit plan?

How many shareholders do you have already?

What is the refund policy for this investment? If you have a cooling off period, how long is it? Any specific terms?

Reg A+, CF, D, S – Investment Logistics

When will I receive my shares?

Do you have bonus shares / tiers & perks structure?

When will I receive my bonus shares / perks?

Can I see my investment details after investing?

Are there higher fees for credit card vs. ACH?

Where/how can I sell my shares?

Will you pay dividends?

Why invest in startups?

How much can I invest?

How do I calculate my net worth?

What are the tax implications?

Who can invest in a Regulation CF offering?

What do I need to know about early-stage investing risks?

When will I get my investment back?

Can I sell my shares?

What are the exceptions to the one-year lock-up period?

What happens if the company doesn’t reach its funding goal?

How can I learn more about the company’s offering?

What if I change my mind about investing?

Specific Client Questions (Example Guide)

What is the company’s core business?

Where are your headquarters located?

How many employees do you have?

Are your products ready for customers?

Are you operating in international markets?

What is the roadmap for the next 3-4 years?

Are you profitable now? If not, when will you be?

Do you hold patents or trademarks?

What is your path to profitability?

Who are your competitors, and what are your advantages?

What types of products do you make?

Financial Performance & Numbers

What is the company’s total revenue to date?

What is the company’s revenue growth?

What percentage of revenue is generated from specific markets (e.g., U.S. vs. International)?

What are the company’s key financial projections for the next 3-5 years?

How much cash or runway does the company have?

What is the breakdown of expenses?

What are your profit margins or expected margins?

Do you have any notable investors or funding rounds already completed?

Milestones & Future Goals

What key milestones has the company achieved so far?

How has the company evolved since its inception?

What are the company’s short-term goals (next 12-24 months)?

What are the long-term goals over the next 3-5 years?

What challenges does the company anticipate, and how do you plan to overcome them?

Compliance & Caller ID Registration

Business Name*

Address*

City State / Province / Region ZIP / Postal Code Country

Business Type*

Business Industry*

Business Registration ID (EIN)*

Business Registration Number*

Company Status*

Website Link*

Region of Operation*

Region

Point of Contact*

First Last

Position*

Business Title*

Phone*

Email*

Agreement Upload

Max. file size: 512 MB.

Upload Existing Collateral

Max. file size: 512 MB.

If you already have any marketing, sales, or investment collateral, please upload them here. This will help us get started without needing additional materials.

Or insert link

Marketing Calendar Upload

Max. file size: 512 MB.

Dates & Timeslots for a Weekly Meeting

Project Lead on Your Side

Project Lead Name*

First Last

Title*

Phone

List of Call Attendees*

Name

Please provide the names and emails of people who will be on the call.

Upload Internal Collateral Only

Max. file size: 512 MB.

Upload Investor-Facing Collateral

Max. file size: 512 MB.

Partner Information

Please select and provide details on any partners you work with:

Partner Name

Leads Upload Process

Process for Uploading Leads

Please choose how you'd like to submit leads. To submit leads manually, please upload them here. By signing below, you authorize PYC to contact these leads on your behalf.

Option A: PYC will pull leads directly from my platform.

Option B: I will provide a spreadsheet with leads on a [Daily / Weekly] basis.

Access to Email Account

Google

Outlook

Other

For outreach purposes, we may need access to your email provider. Please provide the details below. (We recommend creating a temporary or delegated account for security purposes.)

Password

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1-888-419-4353

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