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Information Request

Investors Questionnaire 2026

This Investors Questionnaire template is designed for companies seeking to gather essential information from potential or existing investors. It provides a structured and professional approach to understanding their financial capacity, investment preferences, and specific interest in your organization's mission and future. Companies can utilize this versatile form to streamline the data collection process, ensuring all necessary details are obtained efficiently and systematically. The template is fully customizable, allowing you to tailor questions to your unique requirements, align with your brand identity, and focus on the data most critical for your investor relations. Deploy it seamlessly across various digital platforms, whether embedded on your website, shared via a direct link, or distributed through other secure online channels, to effectively engage with your investor community and inform strategic decisions. This tool helps foster clear communication and a deeper understanding between companies and their financial partners.

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Trusted by over 10,000 customers and growing

40K+

Conversations Started

300K+

Questions Answered

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Forms Created

This template is ideal for

Startups Seeking Funding

Efficiently collect essential financial profiles and interest levels from early-stage investors to inform your fundraising strategy.

Established Businesses

Streamline investor relations by gathering updated financial information and engagement insights from your current and prospective stakeholders.

Why you are switching to AI forms.

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Smarter AI Forms, Built Effortlessly

AI builds and refines your form through natural conversation no templates, no complex logic, no coding. From a simple text prompt or URL, Dashform generates intelligent flows that adapt automatically.

Conversations That Understand Context

Dashform turns traditional form-filling into a two-way dialogue. The AI understands intent, remembers context, and asks relevant follow-up questions just like a real human conversation.

Better Data, Better Decisions

Every response is transformed into structured, meaningful, and ready-to-use data. Integrate with your favorite tools.

Powerful features included

Everything you need to create amazing forms

Smart Field Detection
Automatically detects and suggests the best field types for your data.
Real-time Validation
Validate responses as users type with instant feedback and error messages.
Multi-device Support
Forms work seamlessly across desktop, tablet, and mobile devices.
Advanced Analytics
Track form performance with detailed analytics and response insights.

Frequently asked questions

Everything you need to know about this template

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Welcome to Our Investors Questionnaire

Thank you for taking the time to provide us with valuable insights. Your responses will help us understand your investment profile and interest in our company.

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