RELATIONSHIP DATA COLLECTION FORM ================================== Use this form to systematically gather relationship intelligence from team members SECTION 1: TEAM MEMBER INFORMATION ================================== Your Name: _______________________________________ Your Role: _______________________________________ Date Completed: __________________________________ Review Period: ___________________________________ ===================================== SECTION 2: KEY PROFESSIONAL RELATIONSHIPS ========================================= For each significant professional relationship, provide the following: CONTACT #1 ---------- Name: ___________________________________________ Current Company: ________________________________ Current Title: __________________________________ How You Know Them: [ ] Worked Together [ ] Board Service [ ] School [ ] Co-Investor [ ] Industry Event [ ] Other If Worked Together: - Company: ____________________________________ - Years: From _______ To _______ - Your Role: __________________________________ - Their Role: _________________________________ - Reporting Relationship: [ ] They reported to me [ ] I reported to them [ ] Peers [ ] Different teams Relationship Strength: [ ] Very Strong (speak regularly) [ ] Strong (stay in touch) [ ] Moderate (occasional contact) [ ] Weak (haven't spoken recently) Last Contact Date: ______________________________ Contact Method: [ ] Email [ ] Phone [ ] In-Person [ ] LinkedIn Sectors/Industries They Know Well: _______________________________________________ _______________________________________________ Types of Introductions They Could Make: [ ] CEOs/Founders [ ] C-Suite Executives [ ] Board Members [ ] Investors [ ] Industry Experts [ ] Other: __________ Notes/Context: _______________________________________________ _______________________________________________ --- CONTACT #2 ---------- Name: ___________________________________________ Current Company: ________________________________ Current Title: __________________________________ How You Know Them: [ ] Worked Together [ ] Board Service [ ] School [ ] Co-Investor [ ] Industry Event [ ] Other If Worked Together: - Company: ____________________________________ - Years: From _______ To _______ - Your Role: __________________________________ - Their Role: _________________________________ Relationship Strength: [ ] Very Strong [ ] Strong [ ] Moderate [ ] Weak Last Contact Date: ______________________________ Sectors/Industries They Know Well: _______________________________________________ Notes/Context: _______________________________________________ --- CONTACT #3 ---------- Name: ___________________________________________ Current Company: ________________________________ Current Title: __________________________________ How You Know Them: [ ] Worked Together [ ] Board Service [ ] School [ ] Co-Investor [ ] Industry Event [ ] Other If Worked Together: - Company: ____________________________________ - Years: From _______ To _______ Relationship Strength: [ ] Very Strong [ ] Strong [ ] Moderate [ ] Weak Last Contact Date: ______________________________ Sectors/Industries They Know Well: _______________________________________________ Notes/Context: _______________________________________________ [Repeat for additional contacts - aim for 15-25 key relationships] ===================================== SECTION 3: BOARD SERVICE HISTORY ================================ List all board seats (current and former): BOARD #1 -------- Company Name: ___________________________________ Your Role: [ ] Board Member [ ] Observer [ ] Advisor Years: From _______ To _______ [ ] Current Other Board Members You Served With: 1. ___________________________________________ 2. ___________________________________________ 3. ___________________________________________ 4. ___________________________________________ CEO During Your Tenure: _________________________ CFO During Your Tenure: _________________________ Key Executives You Worked With: _______________________________________________ _______________________________________________ BOARD #2 -------- Company Name: ___________________________________ Your Role: [ ] Board Member [ ] Observer [ ] Advisor Years: From _______ To _______ [ ] Current Other Board Members: 1. ___________________________________________ 2. ___________________________________________ 3. ___________________________________________ Key Executives: _______________________________________________ ===================================== SECTION 4: PRIOR EMPLOYMENT =========================== For each prior employer, list key colleagues: EMPLOYER #1 ----------- Company: ________________________________________ Your Role: ______________________________________ Years: From _______ To _______ Key Colleagues Still in Touch With: Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ EMPLOYER #2 ----------- Company: ________________________________________ Your Role: ______________________________________ Years: From _______ To _______ Key Colleagues Still in Touch With: Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ ===================================== SECTION 5: EDUCATION NETWORK ============================ BUSINESS SCHOOL --------------- School: _________________________________________ Graduation Year: ________________________________ Degree: _________________________________________ Classmates You Stay in Touch With: Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ UNDERGRADUATE ------------- School: _________________________________________ Graduation Year: ________________________________ Classmates You Stay in Touch With: Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ Name: _________________ Current Role: _________________ ===================================== SECTION 6: SECTOR EXPERTISE =========================== What industries/sectors do you have strong networks in? Sector 1: _______________________________________ Key Contacts in This Sector: - _____________________________________________ - _____________________________________________ - _____________________________________________ Sector 2: _______________________________________ Key Contacts in This Sector: - _____________________________________________ - _____________________________________________ - _____________________________________________ Sector 3: _______________________________________ Key Contacts in This Sector: - _____________________________________________ - _____________________________________________ ===================================== SECTION 7: RECENT INTERACTIONS ============================== List significant meetings/calls from the past 90 days that may be relevant to deal sourcing: Date: _________ Contact: ________________________ Context: ________________________________________ Follow-up Needed: [ ] Yes [ ] No If Yes: _________________________________________ Date: _________ Contact: ________________________ Context: ________________________________________ Follow-up Needed: [ ] Yes [ ] No Date: _________ Contact: ________________________ Context: ________________________________________ Follow-up Needed: [ ] Yes [ ] No ===================================== SECTION 8: UPCOMING EVENTS ========================== What conferences, dinners, or events are you attending in the next 6 months where you might expand your network? Event 1: ________________________________________ Date: ___________________________________________ Key People You Plan to Connect With: _______________________________________________ Event 2: ________________________________________ Date: ___________________________________________ Key People You Plan to Connect With: _______________________________________________ ===================================== SECTION 9: SPECIFIC TARGETS =========================== Are there specific companies or executives you have paths to that the firm should know about? Target Company 1: _______________________________ Your Path: ______________________________________ Status: _________________________________________ Target Company 2: _______________________________ Your Path: ______________________________________ Status: _________________________________________ Target Company 3: _______________________________ Your Path: ______________________________________ Status: _________________________________________ ===================================== SECTION 10: ADDITIONAL NOTES ============================ Any other relationship information that might be valuable: _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ _______________________________________________ ===================================== SUBMISSION INSTRUCTIONS ======================= Please complete this form and submit to: [Designated Person/System] This information will be used to: - Build our firm's relationship intelligence database - Identify paths to target companies and executives - Coordinate outreach across the team - Avoid duplicate or conflicting outreach Your relationship data is confidential and will only be used for firm deal sourcing and business development purposes. Questions? Contact: _____________________________ Thank you for your contribution to our relationship intelligence!