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Closed Deal Info for Sugar
Legal Company Name
(Required)
This should be the legal company name. Not the DBA.
Actual Close Date
(Required)
MM slash DD slash YYYY
Deal Manager
(Required)
Choose one
Crowley
Dowd
Drakonakis
Longo
Malloy
McCooe
Okoro
Panicali
Qiao
Roth
Storeygard
Tedeschi
Wagner
Wasko
CI Approval Date
(Required)
MM slash DD slash YYYY
SSCBI?
(Required)
Yes
No
Investment Type
(Required)
Choose One
Class A Units
Common
Conv. Debt
Debt
Earn Out
Escrow
FOF
Grant
IPO
Preferred Units
PS A-1
PS A-2
PS A-3
PS A-4
PS B-2
PS-A
PS-B
PS-C
PS-D
PS-E
PS-F
Royalty
SAFENote
Seed
Seed-1
Warrant PSA
Warrant Common
Warrant PSB
Common, convertible debt, SAFE, etc
Fund
(Required)
Choose One
CBIF
Climate Tech
Eli Whitney
Future Fund
Pre-seed
Proof-of Concept
Seed
SSBCI
SSBCI Tech Assistance
SSBCI-ClimateTech
SSBCI-Future Fund
SSBCI-Venture Debt
VentureDebt
What fund (i.e. Eli, CBIF, SSBCI, etc)
CI Amount
(Required)
Enter amount no $ sign or commas
Total Round Amount
(Required)
Enter amount no $ sign or commas
Wire amount/Cash to company
(Required)
Enter amount no $ sign or commas
# of Shares if applicable
Cost Per Shares
(Required)
Enter amount no $ sign or commas. If N/A just enter 0.00
Warrants
(Required)
Yes
No
Warrant Expiration
MM slash DD slash YYYY
Warrant Price Per Share
# of warrants- if applicable
Pre-money valuation at Investment
If applicable
Is CI the Lead on this invesment?
(Required)
Yes
No
Date legal file received
(Required)
MM slash DD slash YYYY
Law firm used
(Required)
Board Seat/Observer
Board Seat
Board Observer
Other
List of Major Investors on the Deal
List any VC's investors, or entities considered major investors. If you have emails or address please provide, otherwise just the full name of the VC, person or organization.
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