Investor Questionnaire
U.S securities laws limit the types of investors who can invest with us. The following questionnaire is intended to assist us in determining whether you meet suitability requirements for future investments. Any information you provide here will be kept in strict confidence.
First Name*
Last Name*
Email*
Phone*
Occupation*
Birth Date*
If you had to choose one, which is your most important investing goal?*
Growth
Cash Flow
What types of investments do you currently have?
Real Estate
Stocks
Bonds
Precious Metals
Cryptocurrency
Private Businesses or Venture Capital
What is your risk tolerance?*
Highly Aggressive
Somewhat Aggressive
Moderate
Conservative
Very Conservative
What is your approximate net worth?*
Less than $250,000
Between $250,000-$500,000
Between $500,000-$1,000,000
Above $1,000,000
What are your estimated liquid assets?
Below $100,000
$100,000-$200,000
$200,000-$300,000
Above $300,000
What is your estimated yearly income?*
Below $100,000
$100,000-$200,000
$200,000-$400,000
$400,000+
Please estimate when you will need your liquidity back (for instance, upcoming house purchase or other major financial event).
Before 2 years
2-4 years
4-7 years
7+ years
Are You A U.S. Citizen?*
Yes
No
Are you an Accredited Investor? (Definition can be searched on Google)*
Yes
No
How much are you planning to invest in private placements this year?
$0, just gathering information
$25,000-$50,000
$50,000-$100,000
$100,000+
Optional Message
Please verify your request*
Submit
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