Submit Your Strategy Worksheet
Your Startup at a Glance
Company website and social media links:
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Mission statement:
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Vision statement:
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Your Company Core Values:
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Your Company 10-year goal:
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Your Company 3-year goal:
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Your Company 1-year goal:
Date, time, and location of birth (founder):
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Same for co-founders/c-suites (if applicable):
Problem & Solution
What specific problems are you solving?
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Who experiences this problem?
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Have you interviewed them? What words did they use to describe their pain points and desired outcomes?
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Why do your customers need to solve this problem now?
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What is your big brand promise?
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What is your product or service, and how does it solve the problem?
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What reactions or feedback have you received from ideal clients?
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What is unique or defensible about your approach?
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Who are your competitors, and what is your edge over them?
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Who is your primary channel market?
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Market & Traction
What is the size or scope of your market opportunity (TAM/SAM/SOM, if known)?
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What traction have you achieved so far?
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Profitability Business Model
Timeline to profitability or securing a major funding round:
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12-month revenue target:
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Top 3 business goals right now:
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Do you have a go-to-market (GTM) strategy? If yes, describe it or upload the document/link:
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What are your biggest challenges right now (e.g., marketing, ops, funding, product)?
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Fill in the blank: "The biggest problem I’m having in my sales or investor conversations right now is [your biggest challenge] because [briefly explain why]."
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Pitch Deck Strategy
Any client success stories or proof points you'd like to include in your pitch deck?
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Do you have a pitch script or structured talking points?
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What is the main goal of your pitch deck?
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What feedback (if any) have you received on your pitch deck?
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Who will be reviewing this deck?
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Messaging & Brand Clarity
What is your brand tone or personality?
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Do you already have a brand guide or color palette?
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Any scientific or clinical data you want included in your materials?
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Are there any specific terms, industry jargon, or phrases we should avoid?
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On a scale from 1 to 5, how accessible should your messaging be?
Functional Funding Review
Upload any available financial materials (we will show you where to upload these): -> Pitch deck (hyperlink here or upload on our call) -> 3-year financial projections (revenue model, P&L, burn, CAC, LTV, runway) -> Cap table (if available) -> One-pager or teaser
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )
Reference guide:
View document requirements
Vision & Fit
Who is the kind of investor, partner, or collaborator you’d love to work with?
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What would be the best possible outcome for you at the end of Capital Engine?
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What is the truth about the problem that isn’t being addressed in your industry?
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What is crystal clear to you about your company’s value?
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What is crystal clear to you about your best client?
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What message do you personally think everyone needs to hear?
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What does your company do that is a first?
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What’s vague or unclear about your competitors?
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As the founder, what is your personal leadership conviction?
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