The questionnaire collects the core inputs the AI uses to match: funding amount and purpose, time in business, industry, revenue and financial details, geography, and other deal context. Each answer feeds the filtering, so industry steers which sector specialists appear, loan amount checks against lender minimums and maximums, and location auto-filters for lenders serving that geography. You can skip fields and still run a preliminary matchmaking, but the more complete your answers, the more accurate and complete your matches will be. Skipping key fields can leave out lenders who would have qualified, so fill in as much as you can before relying on the results.
What does the matchmaking questionnaire ask, and what happens if I skip questions?
lender-matching · IMPROVES · Granola FAQ mining 2026-06-09
Written by Cohen Nagel