Introduction to the Startup Profile Template
The Startup Profile page allows startups to present their company, team, and progress in a structured and consistent way. Program managers, mentors, coaches, and administrators can easily view, understand, and assess startups based on the information provided.
Profile data is displayed based on the permissions set in User Role Settings and can be searched, filtered, and reported on across the platform. Customizing the template allows you to collect the data that matters most for your programs, such as traction, market size, goals, documents, or validation strategies, to support decision-making, program analysis, and reporting.
The Startup Profile template is built using custom fields. Answers submitted by startups are saved and synced across the platform, and custom fields can be reused wherever that field appears, including forms, workflows, and reports.
This feature is available to Accelerator/Incubator administrators only.
Where to Edit the Startup Profile Page Template
On the top left of your page, click on the Menu icon. Next, click on Custom Fields tab on the left side menu. And then click on the Startup Profile Fields tab in the menu. And finally, click on the blue button in the top right corner **Edit Startup Profile".
Step-by-Step Actions
1. Navigate to Custom Fields
Click on the Menu icon in the top-left corner of the page, then click on Custom Fields from the menu options.
2. Select the Startup Profile Fields Tab
Click on the Startup Profile Fields tab.
3. Click Edit Startup Profile
Click the Edit Startup Profile button in the top-right corner to open the template editor.
4. Drag and Drop Components into the Template
Drag and drop custom fields, sections, headings, or other components into the Startup Profile template layout.
5. Configure Field Settings
After adding a field to the template, configure its settings to control how it behaves and who it applies to:
- Field Label and Description: Add context to help startups understand what information is being requested.
- Required or Not: Toggle the field on or off to mark it as required. When enabled, the system triggers a task and notification for startups to complete the missing information in their profile.
- To Whom This Question Applies: Select which user roles this field should appear for, allowing you to show different fields to different types of users within the same template.
- Visibility Restrictions: Decide who can see this field in startup profiles based on user role, to protect internal or sensitive information from being visible to all users.
- Conditional Rule: Apply a rule to display a field only when a specific answer has been given in another field. This keeps the profile form clean and contextually relevant.
6. Save and Publish the Template
Click Save to store your changes, then click Publish to make the updated Startup Profile template live for your program.
Best Practices
- Use sections and headings to keep the Startup Profile organized and easy to complete.
- Apply visibility restrictions to internal-only or mentor-only fields to protect sensitive data.
- Use structured field types (dropdowns, numbers, currency) to improve reporting accuracy.
- Group related questions using User Add Row for repeatable data such as goals or milestones.
- Avoid making too many fields required — this reduces friction for startups completing their profiles.