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As an i2E investment recipient, we ask that you complete the below Quarterly Report. Data entered should reflect only performance for a three month period ending on the date specified under "Quarterly Reporting Period End Date."
  • For example, a Apr–Jun 2012 period end date would be 06/30/2012.
    MM slash DD slash YYYY
  • Include all period expenses: Cost of Goods Sold, SG&A, DD&A & Interest.
  • If no Equity was raised please enter 0.
  • If no Debt was raised please enter 0.
  • In the field below please indicate if the grant was a State or Federal grant. If no Grants were raised please enter 0.
  • Information such as: what round and/or series, the date the funds were invested, and the names of investors or type of investor (Oklahoma Angel or Out of State Angel) are helpful for i2E's records. Thank you.
  • Information to include: Changes in management, changes in the Board of Directors, Address/Phone number change, notable sales/partnerships, milestones/goals met in the period, and what the company looks to achieve in the coming quarter. Thank you.
  • If you have received funds from i2E's AccelerateOK or OSCF funds you may be required to seek approval on items such as: follow-on investments, board of directors changes, management changes, or a change in company operations/planning.
    If you have recently renewed an insurance policy, please attach it to this form using an upload field below.
  • Max. file size: 50 MB.
    If your company has received new or additional funding causing the company's capitalization table to be updated please attach the updated cap table here.
  • Max. file size: 50 MB.
    Additional fields are available below if submitting multiple files, including individual financial reports and insurance verification. Please include a Profit and Loss Report, Balance Sheet, and Statement of Cash Flows. If you receive any errors after uploading your financial documents and attempting to submit this form please submit this form without your documents. After submitting this form please email your financial documents to Shaun O'Fair at sfair@i2E.org.
  • Max. file size: 50 MB.
  • Max. file size: 50 MB.
  • Max. file size: 50 MB.
  • Max. file size: 50 MB.
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