Initio Capital Syndicate Investor Application Form

By joining the Initio Capital Syndicate, you gain access to early-stage investment opportunities sourced, diligenced, and supported by our team. We syndicate up to , focused on infrastructure categories such as HRTech, LegalTech, MarketingTech, Sales Enablement, FinTech, AccTech, Productivity, Data Infrastructure, and DevOps.

Syndicate members also benefit from:

Co-investment alongside Initio Capital.

Curated deal flow from vetted founders.

Invitations to exclusive investor events and dinners.

Opportunities to serve as board advisors across portfolio companies.

Ongoing portfolio updates and community resources.

$4M+ in discounts.

Section 1: Personal Information

Section 2: Investment Profile

Typical angel check size

What is your annual investment capacity (in USD $)

Experience Level:

Preferred Sectors

FinTech → Financial Technology (Payments, Banking, & Capital Access)

MarketingTech → Marketing Technology (MarTech & Growth Tools)

Sales Enablement → Sales Technology (Enablement, CRM, & Automation)

HRTech → Human Resources Technology (HR Tech & Talent Management)

LegalTech → Legal Technology (Compliance & Workflow Automation)

PropTech → Real Estate Technology (PropTech & Built Environment)

AccTech → Accounting Technology (Bookkeeping, Tax, & Compliance)

Productivity → Productivity & Collaboration Software

Data Infrastructure → Data Infrastructure & Analytics

DevOps → Developer Tools & Cloud Infrastructure

Other → Emerging or Cross-Sector Technologies

Section 3: Accreditation & Compliance

Are you an accredited investor?

Upload proof of accreditation (recommended by not required)

I acknowledge that investments carry risk and may result in a loss of capital.

Agree

Section 4: Alignment

Why do you want to join the Initio Capital Syndicate?

What unique value or expertise do you bring to portfolio founders (network, hiring, GTM, technical expertise, etc.)?

Would you be open to:

Serving as a board advisor to portfolio companies

Speaking at exclusive investor events

Providing mentorship to founders

How involved do you prefer to be?

Passive Investor (deal flow + updates)

Active (mentorship, introductions, follow-ons)

Section 5: Agreements

I acknowledge this application does not guarantee membership or deal access. I agree to keep deal flow confidential and not to share without prior consent.