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Investor Client Discovery Information
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Name
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First
Last
Age
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Sex
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Male
Female
Cell Phone Number
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Business Phone Number
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Primary Email
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Secondary Email
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Company Name (If Applicable)
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Business Address (City, State, Zip)
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Years in business (If Applicable)
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EIN (If Applicable)
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Number of Employees (If Applicable)
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LinkedIn URL
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Facebook URL
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Twitter URL
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Instagram URL
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YouTube URL
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Any Other Social Media
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What are the name of the companies you have invested in before?
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What industries have you invested in before?
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What motivates you to do business with a company or give them an investment?
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Is there anything unique about you / your company that would attract an investment to you if they had multiple offers?
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What is the primary purpose of your investments?
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What annual percentage return on your investments do you expect each year?
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What is your current annual rate of return with the companies you are currently invested in?
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At what point if you have ever had to do this, pulled your money / stop funding one of your investments?
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What size companies / investments do you want to invest in?
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1-10 Employees
11-50 Employees
51-100 Employees
101-500 Employees
500-1000 Employees
1001+ Employees
When would you expect cash returns on your investments?
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6 months - 1 year
1 - 2 years
2 - 3 years
3 - 5 years
5 - 10 years
What industries / companies have you invested in before and were unsuccessful?
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What networks do you have access to?
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Please provide any additional information you would like for us to know or consider.
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