Onboarding | CapBloom

Please take a moment to thoughtfully complete this important form, as it serves as the foundation for building out your account. While you’ll have the opportunity to make changes later, certain components will be set up in advance based on your responses.

First Name *

Last Name *

Email *

Phone *

Address *

City *

State *

Country *

Postal code *

Company Name *

Company Tagline

Website URL *

Portfolio Page

Assets Under Management

Years of Operation

Number of Deals

Unit Count

Branding

Logo

Email Header

Primary Color *

Place the Hex Value of your Primary Color used in Email Footer. Etc. Black: #00000, White: #FFFFFF. Etc

Headshot

Social Links

Instagram URL

LinkedIn URL

Facebook URL

YouTube

Google Business Account URL (GMB)

X/Twitter URL

Current Tech Stack

Email Provider *

Web Host

Calendar Tool

Current CRM

DNS Provider/Authoritative Name Server *

Marketing Emails:

Marketing Email From Address *

Marketing Email From Name *

Additional Set Up

Do you want a webchat widget installed on your website?

Yes

Do you want to add SMS capability to your account? *

Yes

If you choose yes, you will be prompted to provide information for A2P registration.

To comply with A2P 10DLC messaging regulations and ensure successful delivery of your text messages, we are required to register your business with carriers through a process called A2P Brand and Campaign Registration. This process helps verify that your business is legitimate and authorized to send messages via SMS.

As part of this verification, we need your legal business name, EIN (Employer Identification Number), and entity type (e.g., LLC, S-Corp). This information is submitted to The Campaign Registry (TCR), the third-party organization that manages A2P registration on behalf of mobile carriers. Providing accurate and complete information increases the likelihood of approval and helps avoid message filtering or delivery issues.

Legal Business Entity Name *

EIN *

Entity Type *

By submitting this form, you consent to receive text messages and phone calls from CapBloom, including automated or AI-generated messages, for marketing purposes. You can opt out at any time by replying “STOP.”

Step #1

Please Fill Out The Onboarding Form

The following information will help us get you set up in CapBloom.

Please fill it out to the best of your ability. Thanks!