New Company Client On-Boarding – Global Impact Capitalism

Client Name
Logo(s) Upload - Due 4/14
Max. file size: 50 MB.
High resolution, please.
Summary Paragraph Upload - Due 4/14
Max. file size: 50 MB.
75-100 words, third-person perspective
Executive Summary (One-Pager) - Due 4/15
Accepted file types: pdf, Max. file size: 50 MB.
PDF, please
Presentation (Using BPC template, with risk factors) - Due 4/16
Accepted file types: pptx, Max. file size: 50 MB.
Executed Contract - Due 4/17
Max. file size: 50 MB.
PDF File please
Evidence of entity registration - Due 4/17
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) - Due 4/17
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Current capitalization table - Due 4/17
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. - Due 4/17
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Carve Out List - Due 4/20
Accepted file types: zip, Max. file size: 50 MB.
ZIP File, please