Press & Media

Funding Inquiry

#### Company Information

• Company Name


• Sector/Industry


• Location


• Company Website


• Contact Name and Title


• Email


• Crunchbase profile URL


• AngelList profile URL


• How did you hear about Motivate?

• Please email your investor presentation (deck, exec summary, funding docs, etc.) to PITCH@MOTIVATE.VC or submit links to Dropbox, Google Drive, Box, etc below

#### Company Description

• Briefly describe the Company and the problem you are solving


• What is the general founding story?


• Founders' entrepreneurial history?


• B2B, B2C, Other?


• How do you generate revenue? Is it Transactional, Recurring, or Repeatable?


• Current Revenue?


• Current Monthly Burn (net of Revenue)?


• How much capital are you currently raising?


• Type (Equity, Note, SAFE) with terms (valuation, cap, liq pref, discount, interest)


• Round (Pre-Seed, Seed, Series A)


• If you have a lead investor for this round, please provide the name and contact information


• List your three biggest investors in this round and amounts


• List your three biggest investors in previous rounds and amounts


• Detail your Use of Funds from this raise


• How many months of runway will this round give you?


• When do you plan to raise the next round?


• If you have a product, summarize its state of development (alpha, beta, in market)


• Initial traction (in revenues, users, etc)


• Monthly growth rate of clients or users


• Who are your primary competitors?


• What are the biggest challenges to the business?


• Size and composition of your Total Addressable Market (TAM)


• What is the size of Serviceable Addressable Market (SAM)? Please describe the inputs to this formula


• What is the size of Serviceable Obtainable Market (SOM)? Please describe the inputs to this formula


• Why is NOW the perfect time to launch this business?

Personal Info

#### Contact Information

• First Name


• Last Name


• Email

Professional Experience

• LinkedIn Profile URL


• Summary of your professional experience


• What did you love and what did you hate about your past roles?


• What is/are your ultimate professional goal(s)?


• Describe your dream professional role


• What excites you about the Head of Fund Ops role?


• What else are you into?

Position Related Experience and Qualifications

#### Position-Related Experience

• Oversee execution of all non-investment functions, including finance, legal, operations, and HR.


• Create positive change and facilitate productivity with clear direction and accountability.


• Establish and maintain business operations for accuracy, productivity, and reliability; create and standardize SOPs across the business.


• Work with a third-party fund administrator to ensure proper books and reporting.


• Manage SPV processes from start to finish.


• Refine and execute processes for investment closings, portfolio reporting, and quarterly LP reporting.


• Maintain internal financial models, update metrics, and forecast cash flows.


• Properly allocate and pay relevant bills/payables.


• Launch and optimize marketing efforts, including social media and website management. Help build and brand content for LinkedIn and website blog.


• Organize and secure all internal files and investment paperwork.


• Liaise with external accountant on Annual Audit for funds and SPVs.


• Maintain internal systems, including CRM, email marketing and portfolio model software.


• Create and help execute proper interviewing, hiring, onboarding, and offboarding policies.


• Assist with fundraising.

• At least two years of experience in analytical or strategic roles, including Finance/Operations roles. Experience working at a startup or fund (PE, VC, Hedge Fund, etc.) is a plus.


• Extremely organized, high sense of prioritization and ownership. Able to juggle multiple projects while maintaining keen attention to detail.


• Solution-driven, moves things forward.


• High EQ, low ego. Earns trust quickly, tactful communicator, and leads by example.


• Adaptable and comfortable with ambiguity. Self-starter.


• Good, positive energy. Likes to laugh.


• Willingness to jump in; no job too big or too small.


• Open, honest, & direct communication – able to communicate comfortably in 1-1, group, and written settings.


• Nimble: process-oriented, with the ability to take action to adapt to the situation.


• Curious, collaborative, confident, biased toward action, and acts and thinks like an owner.


• Legally permitted to work in the US.

• When can you start?

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Additional Functions

• What functions at Motivate or our portfolio companies are you interested in?


• Functions at Motivate Ventures

• Functions at our Companies

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