Onboarding | CapBloom

First Name *

Last Name *

Email *

Phone *

Company Name *

Company Tagline

Website URL *

Portfolio Page

Assets Under Management

Years of Operation

Number of Deals

Unit Count

LinkedIn URL

Target Audience and Goals *

Who is your ideal audience? (e.g., high-net-worth individuals, family offices, institutional investors, doctors, etc.) What problems do your ideal clients/investors face? (This helps us create relevant, problem-solving content.)

Branding and Messaging: *

Do you have any catchphrases, key messages, or brand values we should emphasize? • Are there specific words or phrases you prefer (or want to avoid)? • Are there competitors or industry figures whose content style you admire? (If yes, please list their LinkedIn profiles.)

Content *

Do you have links to podcasts, blog posts, newsletters, other content? Do you have any case studies, testimonials, or investor success stories we can reference?

By submitting this form, you consent to receive text messages and phone calls from CapBloom, including automated or AI-generated messages, for marketing purposes. You can opt out at any time by replying “STOP.”

Step #1

Please Fill Out The Onboarding Form

The following information will help us get you set up in CapBloom.

Please fill it out to the best of your ability. Thanks!