Investment Opportunity Application

Investor Qualification Questionnaire

We appreciate your interest in this investment opportunity. While we welcome inquiries from all qualified individuals, we have established specific criteria to ensure this opportunity aligns with the right investors.

To help us better understand your investment background and suitability, please complete this form. This will allow us to assess compatibility before sharing detailed information about our business, investment structure, and potential benefits.

Your responses will remain confidential and will only be used for evaluation purposes. Thank you for your time and consideration.

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Full Name

Company Name

Website / URL

Email Address

Phone

Title/Position

Preferred Method of Communication:

Are you an accredited investor?

An accredited investor is an individual or entity that meets specific financial criteria set by the U.S. Securities and Exchange Commission (SEC), allowing them to invest in private securities offerings that are not registered with the SEC. These investors are considered financially sophisticated and capable of handling higher-risk investments.

What qualifies you as an accredited investor? (Check all that apply)

Net worth exceeds $1M (excluding primary residence)
Annual income exceeds $200K (individual) or $300K (joint) in the past two years
Holder of Series 7, Series 65, or Series 82 financial securities license
Trust, LLC, or Corporation with over $5M in assets
Entity in which all owners are accredited investors
None of the Above

How many years of investment experience do you have?

years expected Address

Have you invested in private business opportunities before?

Can you provide references or past investment examples?

You can upload your current portfolio in the upload option below. Or you can let us know of your previous investment examples in the line provided above. If you have no experience in investing in private businesses, do let us know.

What is your typical investment range?

Investment Intent & Capital Availability

What is your expected return on investment (ROI) target?

Tell us about your expected ROI and the ideal timeframe that you're looking to see results.

What is your typical investment time horizon?

Different investments have different timeframes for potential returns. Some investors prefer short-term gains, while others are comfortable locking in their funds for several years in exchange for potentially higher returns. Time Horizons refers to the length of time an investor is willing to keep their money invested before expecting to see returns or liquidity (the ability to cash out).

Do you prefer:

Equity Based Investments
Debt Based Investments
Revenue Sharing Investments

Equity-Based Investments – The investor receives an ownership stake (shares) in your business in exchange for their investment. Their returns depend on the business's success. Debt-Based Investments – Debt-Based Investments – The investor provides capital as a loan with a fixed return Revenue-Sharing Investments – The investor receives a percentage of revenue instead of fixed interest or equity.

Are you willing to sign an NDA before receiving more details about the business?

What percentage of your portfolio is allocated to private investments?

How would you describe your risk tolerance?

Are you comfortable with an illiquid investment for a fixed term?

Illiquid Investment: This means the investor cannot withdraw, sell, or cash out their investment easily. Unlike stocks, which can be sold anytime, investments in private businesses often require the investor to wait until a certain event (like a buyout or contract completion) to get their return. Fixed Term: The investor’s money will be locked in for a set amount of time (e.g., 1 year, 4 months, etc.), and they will not be able to request early withdrawals.

Would you be open to a background or financial verification check if required?

(This may include verifying accredited investor status, proof of funds, previous investment history, or a general background check to ensure alignment with our investment criteria.)

Have you ever been involved in any legal or regulatory issues related to investing?

Are you currently affiliated with any investment firms, private equity, or financial institutions?

Do you have any conflicts of interest that could affect this investment?

What is your timeline for making an investment decision?

This refers to how soon you are prepared to commit funds once you have reviewed the necessary details and terms of the investment. Understanding your timeline helps us align opportunities accordingly.

Do you have any specific concerns or questions about this investment opportunity?

Optional

Supporting Documents (Optional)

Click or drag a file to this area to upload.

If you have any documents that you feel would help us better understand your investment experience, qualifications, or financial capabilities, please upload them here. Examples of relevant documents: ✅ Proof of accredited investor status (e.g., financial statements, SEC filings) ✅ Investment portfolio summary ✅ Business credentials or references ✅ Any other supporting materials 📎 Upload File (Acceptable formats: PDF, DOCX, JPG, PNG

Lastly, Tell us about yourself in your own words (optional)

I certify that the information provided in this form is true, accurate, and complete to the best of my knowledge.

Yes, I agree

Signature

Clear Signature

I certify that the information provided in this form is true, accurate, and complete to the best of my knowledge. I understand that this questionnaire is used solely for the purpose of evaluating my potential eligibility as an investor. Submission of this form does not guarantee participation in any investment opportunity, nor does it constitute a binding agreement. I acknowledge that any misrepresentation of information may result in disqualification from investment consideration. I also understand that additional due diligence, including financial verification and/or background checks, may be required before proceeding further. I agree to keep any confidential information shared with me private and not disclose it to third parties without prior written consent.

Date / Time

Date

Time