New Company Client On-Boarding – USA Impact Capitalism

Client Name
Logo(s) Upload
Accepted file types: png, jpg, jpeg, Max. file size: 50 MB.
High resolution, please. Png or jpg file please
Summary Paragraph Upload
Accepted file types: txt, docx, Max. file size: 50 MB.
75-100 words, third-person perspective. Txt or docx file please
Executive Summary (One-Pager)
Accepted file types: pdf, Max. file size: 50 MB.
Pdf file please
Presentation (Using BPC template, with risk factors)
Accepted file types: pptx, Max. file size: 50 MB.
Pptx file please
Executed Contract
Accepted file types: pdf, Max. file size: 50 MB.
PDF File please
Evidence of entity registration
Accepted file types: zip, Max. file size: 50 MB.
E.g. secretary of state certificate, Form ADV for SEC RIA firm, etc. ZIP file, please
Two most recent financial statements (audited, if available)
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Current capitalization table
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Summary of total compensation for key management broken out by salary, bonuses, etc.
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Carve Out List
Accepted file types: zip, Max. file size: 50 MB.
ZIP File, please