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Investor Profile Form
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Please complete the following investor profile,
so that we may better understand your investment criteria and contact
you about matching opportunities.
This profile is an requirement for attending investor events.
Your information will remain Private, Confidential, and will never be sold or used without your authorization.
At any time you may elect to remove your information from our database.
Directions:
When selecting more than one item.
Hold the Ctrl key and select all that apply.
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| How did you hear about us? |
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| What is the name of the person or site who referred you? |
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| Company |
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| Title |
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| Salutation |
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| First Name * |
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| Last Name * |
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| Email * |
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| Street Address |
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| Suite or Bldg # |
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| Zip Code |
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| City |
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| State |
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| Country |
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| Website |
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| Phone No. |
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| Cell Phone |
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| Alternate Phone No. |
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| Do you invest your own money? |
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| If no, what is your relationship with investors? |
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Section A: Investor Background
Complete this section if you
directly invest your money into private equity companies or have the intention of doing so. When completed, proceed
to Section C.
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Do you have investments in the stock market?
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| What is the total value of your real estate holdings? |
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Have you ever invested in a private company?
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If yes, how many private companies have you invested in?
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What is the most you have invested in a private company at one time?
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What is the size of your private investment portfolio?
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How many of those have provided a return on your investment?
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Do you plan to start investing this year?
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| Are you an accredited investor? |
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| Are you an active member of any Angel Investor Networks or Funds? |
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| Name of Angel Groups you participate in. |
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Section B: Advisor or Representative of Investors or Funds
Complete this section if you are a financial advisor, CPA, lawyer, broker dealer, other representative
of investors, funds, manage or influence other's investments. When completed, proceed to Section C.
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Do you have direct access to active angel investors or an investment funds?
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How many accredited investors do you directly work with?
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What is the average investment they make in a company?
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What is the total capital from the investor(s) or funds you represent?
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What type of investments do they make?
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How long have you been working with private equity investors?
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If you work with Funds, what kind do you represent?
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Section C: Investment Preferences
Complete this section so we may better understand the type of opportunity best suited for your
experience and preferences.
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| What are your industry preferences?
Hold the Ctrl key and select all that apply. |
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| What business development stage is preferred?
Hold the Ctrl key and select all that apply. |
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| What Investment types are preferred?
Hold the Ctrl key and select all that apply. |
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| What are the involvement preferences?
Hold the Ctrl key and select all that apply. |
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| Please recommend other investors to our events by sending their name, phone,
and email address. We will not add them to our regular database until we have confirmed their interest.
Please list any comments. |
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5
Thank You!
Please click the submit button now.
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