Module 1
Guided intake questionnaire
Comprehensive intake with industry-specific depth, preselected options, and optional free-form context at each prompt to build stronger platform intelligence.
Industry context
Legal Tech
Law firm tooling, contracts, compliance, e-discovery
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Section 1 of 15
Engagement Type
What decision is this engagement informing?
Determines how Kaptrix weights evidence and frames the report (IC memo vs program continuation vs vendor RFP).
Who is the decision-making audience?
If the buyer is a corporate / operator, what is their industry?
Leave blank for a PE fund. Used to stress-test vendor fit against the buyer's own regulatory and operational context.
Target's annual run-rate revenue (or initiative budget)
Days until the decision is made (IC vote, go-live, or walk-away)
Be honest — it compresses or relaxes the depth of the diligence.