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Closing Information
Legal Company Name
(Required)
CI Approval Date
(Required)
MM slash DD slash YYYY
Actual Close Date
(Required)
MM slash DD slash YYYY
Deal Manager
(Required)
Choose one
Chen
Crowley
Dowd
Drakonakis
Longo
Malloy
McCooe
Okoro
Panicali
Qiao
Roth
Storeygard
Tedeschi
Unhelkar
Wagner
Is this a tranche?
(Required)
Choose Y/N
Yes
No
Other
Choose tranche number
Choose correct tranche
1st
2nd
3rd
Other
SSCBI?
(Required)
Choose Y/N
Yes
No
Section 1
Is CI the Lead on this invesment?
(Required)
Yes
No
Pre-money valuation at Investment
If applicable
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
Investment Type
(Required)
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)
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)
Cost Per Shares
(Required)
Enter amount no $ sign or commas. If N/A just enter 0.00
# of Shares if applicable
Section 2
Law firm used
(Required)
Date legal file received
(Required)
MM slash DD slash YYYY
Warrants
(Required)
Yes
No
Warrant Expiration
MM slash DD slash YYYY
# of Warrants- if applicable
Warrant Price Per Share
Board Seats- Hold the ctrl key and mouse to multi-select
(Required)
Board Member
Board Observer
Information Rights
N/A
Choose all that apply.
Co-Investor Information- click the + to add additional names
Investor
Amount Invested
Investor Email
Add
Remove
Please list any co-investors, the amount invested and emails if available.
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