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Investor Qualification Form
Investor Qualification
Investor Qualification Form
To give you the best experience, please fill out the form below as accurately as possible.
Basic Information
Your Name:
Email:
Phone Number:
Organization Name ( Please use the name of the investor seeking to engage in Wasatch First Consulting services. )
Organization / Individual website if available:
Investment Experience
In which asset classes or sectors have you primarily invested?
Real Estate
Stocks/Equities
Bonds
Cryptocurrency
Startups
Others (with a text field for clarification)
Investment Preferences
Which asset classes or sectors are you primarily interested in currently?
Real Estate
Stocks/Equities
Bonds
Cryptocurrency
Startups
Others (with a text field for clarification)
Are you more interested in short-term or long-term investments?
Short-term
Long-term
No Preference
What risk profile do you typically associate with your investments?
Conservative
Moderate
Aggressive
Are you interested in specific Wasatch First Consulting investment opportunities?
Project Next-Gen
Financial Situation
What is your typical investment size for opportunities you consider?
How would you describe your overall financial situation?
Stable
Looking for growth
Risk-averse
I'd Rather Not
Accreditation Status
Are you an accredited investor?
Yes
No
If not, do you understand the limitations and risks of non-accredited investing?
Yes
No
Value-Add Beyond Capital
Do you have any specific industry expertise or skills?
Are there any particular ways you believe you can contribute beyond just capital, such as mentorship, networking, or industry knowledge?
Feedback & Preferences
How do you usually learn about new investment opportunities?
Networking
Newsletters
Social Media
Investment Platforms
Friends & Family
Others (with a text field for clarification)
What factors are most important to you when considering an investment?
Are there specific criteria or deal-breakers you have for investments?
Communication Preferences
Would you like to recieve updates about potential investment oppurtunities from Wasatch First Consulting?
Yes, send me updates and opportunities
No
Preferred method of recieving communication and updates:
Email
Phone
Newsletters
Other
How often would you like to receive updates or news about potential investments?
Weekly
Monthly
Quarterly
Miscellaneous
Is there anything additional you would like Wasatch First Consulting to know about you?
Do you have any comments, questions, or feeback for Wasatch Consulting Group?
Any files you would like to send to Wasatch First Consulting?
Send
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