Quarterly Report

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."

Company Name*
EIN*
Email of person submitting form.*
Quarterly Reporting Period End Date*
For example, a Apr–Jun 2012 period end date would be 06/30/2012.
MM slash DD slash YYYY
Revenue for reporting period*
Expenses for reporting period*
Include all period expenses: Cost of Goods Sold, SG&A, DD&A & Interest.
Net Income for reporting period
Cash on hand at end of reporting period*
Current FTEs
Equity raised in Quarter:*
If no Equity was raised please enter 0.
Debt raised in Quarter:*
If no Debt was raised please enter 0.
Grants received in Quarter:*
In the field below please indicate if the grant was a State or Federal grant. If no Grants were raised please enter 0.
If you received any funding during the quarter, please provide details regarding the investment/grant in the space below.
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.
Please provide a short company update for the reporting period
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.
Updated Cap Table
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.
Please upload your financials for the reporting period.
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 [email protected].
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Max. file size: 50 MB.
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