Customer support should never be the first reader of a fund email. An investor contact form should require a firm or fund name so US and UK IR can separate capital conversations from ‘where is my order’.
Founder plus CFO, not support.
The one field that changes the mix.
State whether you are raising.
Not with unaudited numbers in email.
An investor contact form is for people who want to talk about ownership, a round, or listed-company IR—not users of the product. US inbound can mean angels through crossover funds; UK inbound can mean EIS/VCT questions or a plc shareholder. Firm or fund as a required field is the cheapest spam filter you will ever install.
This is not a fundraising data room. Do not put financials behind the thank-you page.
Anonymous ‘interested in investing’ messages are usually noise.
Link SEC or Companies House filings for public companies so routine number-chasing never hits IR.
Warm intros beat forms. Forms still catch the people who heard you on a podcast.
Next to the deck request policy.
DocSend later. Not as the first public door.
Still log a row if you want a history.
Listed cos: keep Computershare et al. for registered holders; this form is for everyone else.
IR pages should be dull and fast. Put the form live; skip marketing animation.
Do not ask for ZIP or postcode unless you are mailing a paper annual report—then say so and use a proper address block.
Point them to the registrar. This form is a poor place for certificate questions.
Usually a bad idea. Humans send materials.
Happen later under US rules. Not this HTML.
Firm name plus a two-minute website check.