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 need your liquidity back? Before 2 years 2-4 years 4-7 years 7+ years
Are You A U.S. Citizen? Yes No
Are you an accredited investor? (For more information on this see the FAQs) 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+