Innexa - Innexa Qualifying Intake Form

INNEXA

Qualifying Intake Form

Investment Managers • Private Equity • Real Estate Operators • Developers

Instructions:
Complete all required fields (*). Your responses help Innexa understand your operational environment and confirm mutual fit before scheduling a discovery call. This form is reviewed by our Operations Lead prior to any follow-up.

Innexa Qualifying Intake Form (1)

Company & contact information

Tell us who you are and how to reach you

Company Name*

Website

Headquarters Location*

City, State

First Name*

Last Name*

Title / Role*

Email address*

Phone Number

Optional

Business profile

How your firm is structured and where you operate

Primary business type

Years in business

Number of Employees*

Geographic markets operated in*

Check all that apply

Number of funds / entities / SPVs managed

How are your investments structured?*

Select all that apply

Who is your primary investor base?*

Select all that apply

What is your total Assets Under Management (AUM)?*

Accounting & finance infrastructure

Current state of your financial operations and team

Which best describes your current accounting setup?*

Current accounting platform(s)*

Select all that apply

Approximate monthly transaction volume*

Describe your accounting & finance team structure*

Briefly describe key roles and who owns financial reporting. You may attach an org chart instead.

Reason for inquiry & goals

What is driving you to explore Innexa and what you want to achieve

What prompted you to explore working with Innexa?*

Check all that apply

What are your primary goals?*

Select up to 3

What does a successful partnership look like to you?*

Open response — be as specific as you like

Timeline & how you found us

Decision horizon and referral code

How soon are you looking to make a decision?*

What is driving your timeline?*

Open response

How did you hear about Innexa?

Optional

By submitting this form, you consent to Innexa reviewing your information for the purpose of evaluating a potential engagement. Your information will not be shared or sold.