Abundance Capital Intake Form

Thank you for your interest in Abundance Capital. Please fill out this form. Submitting this form does not ensure a meeting or funding. We do not share any of this information beyond our Abundance Capital team.

Note that Abundance Capital is a donor-advised fund platform, not a venture fund or a foundation. As such, we can not invest unless there is a donor recommendation.

Name of Business or Organization seeking funding: *

Name and Title of person filling out the form:*

Phone*

Email*

Website or online presence

Business Address*

Type of Business Formation and Tax Classification (Note all that apply) *

LLC

C Corp

S Corp

B Corp

Nonprofit (501c3)

Sole proprietor

Other:

NOTE: If an LLC, please confirm the type of LLC you have and the tax classification your business files under. (e.g., disregarded entity, partnership, or S-corp)

If Other, explain:

Which Sustainable Development Goal most closely aligns to your business, and why? Click here or paste this link (https://sdgs.un.org) into your browser and scroll down to the colored tiles for the list of goals. For example, if you are an education training software company, your goal would be SDG #4, and your target indicator would be #4.3.1

Note: Why are we asking this? We are an “impact first” investor. As a nonprofit, all of our investments, loans and grants are required to demonstrate alignment with our charitable purpose - which is to use philanthropic capital to build sustainable, equitable communities as measured by the sustainable development goals.

Summarize your investment request and terms. Also, attach (or link to) your investment or loan request documents (term sheets, pitch presentation, or other materials.) *

FOR ENTITIES WITH A GRANT REQUEST: Do you have a donor who is recommending the grant? If yes, please fill in this sheet in its entirety and also attach the proposed budget, and an explanation of what the money will be used for. This will be the budget and impact that we will use to track the grant.

Attach Proposed Budget Upload a file or drag and drop. up to 20MB

Do you have a donor who either is a current Abundance Angel and is recommending; or would be willing to become an angel on the Abundance platform, in order to recommend a charitable investment in your enterprise? (Please provide the name of the donor who is recommending the investment or grant.) *

Abundance Capital has a network of consultants and partners that provide education and business consulting to support and strengthen the purpose-driven entrepreneurial ecosystem. Would you require these services in addition to investment funding?*

HP Name

1 Most purpose-driven businesses have many ways of measuring their impact beyond their products or market focus. The Impact metrics you choose are what we will track over the course of the investment. Feel free to add your own impact and financial metrics, too.

2 Additional disclosures will be required that include, but may not be limited to: major shareholders, offering documents, articles of incorporation, business formation documents (certificate of good standing), Tax ID, capitalization table/ownership structure, and a donor recommendation.

3 Note that if you do not already have an Abundance donor recommending a grant, Abundance Capital (as a donor-advised fund sponsoring organization) can not unilaterally provide a grant to your enterprise.

4 Please note that some donors, such as close family members or owners in the business may be disqualified due to IRS regulations related to DAF investing and self-dealing. Check with Abundance Capital or your tax advisor or business attorney to discuss qualified donor investors. Abundance is able to meet with your prospects and explain how DAF-based investing, lending or granting works.

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Abundance Capital Intake Form

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