First Name
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Last Name
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Email
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Phone
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Estimated size of investment
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000+
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Have you invested in private equity before?
Yes
No
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What is your primary goal for this investment?
Income generation (e.g., dividends)
Capital appreciation (e.g., IPO or equity growth)
Diversification of portfolio
Other
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Which of these best describe you?
Annual income greater than $200,000 (or $300,000 with my spouse)
Net worth greater than $1 million (not including home)
None of the above
Both of the above
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