Establish fit
The first screen is not a document dump. It is a quick read on sleeve fit, check size, and structure preference.
Qualification layer
Open the right room only if the fit is real.
This intake is a controlled qualification step. It decides which sleeve, if any, should open for the family before private materials move.
Admission standard
The public site establishes the posture. The qualification flow decides whether a private room should open at all.
Minimum initial check of $1M
Invited families only
Separate admission by sleeve
Qualification sequence
The public layer stays concise. The intake clarifies mandate fit.
There is no generic download gate, no blended room, and no automated drip after submission.
Open the right room
If the mandate lines up, the family is admitted to the correct sleeve path rather than a shared generic portal.
Continue privately
Private memos, deal-room files, and reporting expectations are handled inside family-specific access paths.
Before materials move
This form opens a mandate review, not a marketing funnel.
Use the intake to determine the relevant sleeve, structure preference, and whether the relationship belongs inside the platform at all.
- Minimum initial check of $1M
- Invited families only
- Separate admission by sleeve