NQV8 Initial Discovery Questionnaire

1
Client Business Name* This field is required.
2
Client Contact Name* This field is required.
First Name
Last Name
3
Client Email* This field is required.
example@example.com
4
Website URL
5
Have you signed and submitted the NQV8 Mutually Binding Confidentiality Agreement?* This field is required.
Yes
No
6
Please upload an image of your logo.
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Select files to upload
Max. file size: 10.6MB
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7
What current pet business needs would you like NQV8 to assist you with? (Select all that apply.)* This field is required.Reference our business service flow chart by clicking on the previous button above.
Product Development/Commercialization
Technical Services (ex. Operations, Quality Assurance, Supply Chain, Facility Build, Develop New Co-Man Relationships, etc.)
Strategic Business Services/Existing Company Support (ex. Marketing assistance, Retail strategy, Social Media roll out, Advisory role, etc.)
Financial Services (ex. Financial reporting & analysis, cost accounting, inventory reporting and assistance, etc.)
Investment Opportunity (currently going through a funding round)
8
How long do you anticipate working with NQV8?* This field is required.Time required to complete scope
0 to 3 months
3 to 6 months
A year or less
Whatever it takes to complete agreed scope
I would like to work with NQV8 Ongoing
I don't know enough to answer this question
9
What stage of startup are you currently?* This field is required.
Idea Stage - Product/service has not yet been developed. Research/Innovation still in process.
Founding Equity - No outside equity at this time. Mostly personal funding.
Startup Stage - Product prototype has been developed and is being tested by small group. Friends/family funding.
Traction Stage - Customer base is growing and there are repeat sales. Pricing/revenue model is working. Pre series A.
Growth Stage - Solid base of customers, product is widely available. In series A or B rounds.
10
How much are you looking to raise in your current round?
11
What is the timing for this raise?
12
What current valuation on the raise? Ex. $5 million Pre-money
13
What percentage of ownership will you be granting with the raise?
14
How much money has been raised to date? (Is there a lead investor?)
15
How will the funds be used?
16
Do you have a defensible position or product in the market?
YESNO
17
If yes, what is your margin or retail cost to produce?
18
Please upload your business deck.
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Select files to upload
Max. file size: 10.6MB
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19
Please upload your financial modeling for the next 1-3 years to support your growth projections and/or potential exit (3-5) years.
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Select files to upload
Max. file size: 10.6MB
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20
Please upload any historical financials for the last 2 years (Balance Sheet, P&L, and Cash Flow).
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Max. file size: 10.6MB
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21
Supporting investment documents (Term Sheet, Example of Convertible Debt or Equity Proposition), please upload.
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Max. file size: 10.6MB
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22
Please upload a copy of your last few board financial recaps or investor updates including key metrics, etc. (Whatever is pertinent to tell the story.)
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Select files to upload
Max. file size: 10.6MB
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23
Any other relevant information we need to be made aware of?* This field is required.
24
What is your go-to-market strategy?
25
Do you have a current product portfolio you are branding?
Yes
No
26
If yes, please describe the product attributes here.
27
Do you have formulas for your products?
Yes
No
28
If yes, please upload all diet formulas here:
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Select files to upload
Max. file size: 10.6MB
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29
Do you currently work with a nutritionist?
Yes
No
30
If yes, please provide who your nutritionist partner is here.
31
Do you have any products currently being manufactured?
YESNO
32
If yes, please provide your co-manufacturer partner here.
33
How many different product types are you planning to take to market?(Please select all that apply.)
Extruded dry kibble
Extruded dry treats
Baked treat
Jerky treat
Wet product
Injection molded
Freeze dried
Semi Moist
Dehyrdated
Toppers
Other
34
How many different formulas per product type are you wanting to market?
1-3
3-5
6 or more
35
Are your products intended for cats, dogs, or other?
Cats
Dogs
Other
36
Are there any specialty ingredients we need to be made aware of?
37
What unique marketing position or product claims are you wanting to make/or are making?
38
Who is your target market audience?
39
Do you have any prior experience in the pet food market space?
40
Operations/Supply Chain SupportPlease check all that apply here.
Layout/Design New System
Food Safety Audit/Validation Work
Management/Employee Review/Hiring
Efficiency Improvement of Existing System
Ingredient Validation
Purchasing/Ingredient Sourcing
Vendor Audit/Management
Inventory Control
Food Safety/Process Control Review
Introduce New Co-Man Partners
41
Financial ServicesPlease check all that apply here.
Financial Reporting & Analysis
Financial Modeling/Auditing
Cost Accounting Services (Setup of costing system, actual profitability reporting, etc.)
Inventory Control Services (Inventory reconciliations, physical count processes & procedures, etc.)
Retail Order Entry Setup & Assistance
ERP and/or Accounting Software Setup & Assistance
Budget Development
Monthly Accounting Services (Payroll, Accounts Receivable, Accounts Payable, etc.)
42
Existing Company Support/Strategic Business ServicesPlease check all that apply here.
Expert Advisory Support
HR Review
IT/ERP Selection/Assistance
Budget Development
Alignment of objectives with strategy
Go to market strategy
43
Distribution Requirements Section

The following questions have been added to the questionnaire to determine your distribution objectives.
44
Manufacturing location or locations:
45
Description of current warehousing operation (include challenges, whether outsourced vs owned, current locations, etc.):
Huge
Large
Normal
Small
Ok
Ok
46
Description of desired warehousing/3PL strategy (include desired cities or regions, transit time requirements, etc.):
Huge
Large
Normal
Small
Ok
Ok
47
Type(s) of warehouse services requested:Choose all that apply.
Cross-dock
Overflow Storage
Pallet In / Pallet Out
Case Pick / Pallet Build
Each Pick / Pick & Pack
Kitting / Value-added Services
48
If palletized, what are the pallet dimensions/height?
49
Does each UOM have a unique UPC or barcode available for scanning?
50
Are there any special storage requirements?Hazmat, temperature controlled, certifications, etc.
Huge
Large
Normal
Small
Ok
Ok
51
Are there any inventory tracking needs?FIFO, FEFO, Lot Control, Serialization, etc.
Huge
Large
Normal
Small
Ok
Ok
52
Thank you for taking the time to tell us about your business. The NQV8 team will review your questionnaire and assemble an engagement presentation within a week of your submission.

Provided you are comfortable, with both the scope of work and costs of services, we will prepare an engagement letter to be signed by both parties. We look forward to being with you all the way.

By hitting submit below, this packet will be sent to the NQV8 team; you will also receive an email with a copy of the information provided. If you have any questions, please feel free to contact either of the following team members:

Cabrini Osterhaus, Director of Client Services cabrinio@nqv8.com

Sarah Hiltgen, Project Manager sarahh@nqv8.com

Thank you,

The NQV8 Team
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