Confidential Onboarding Survey
Please complete this survey to create a confidential investor profile on investorflow.org. This profile will allow you to receive only those posts by other investors regarding deals that may fit your interests. By default, only your Name (if an individual), Investor Type, Organization (if not an individual), and Geography and Sector preferences will be visible to other investors who have profiles on our website. None of your information will be visible to the general public. We take your privacy seriously, as reflected in our Privacy Policy: http://investorflow.org/privacy-policy.
Name
What is your name?
Your answer
Investor Type
Which type of investor in the following list best describes you? (Select one. "Accredited" refers to U.S. Persons who meet certain income or assets criteria.)
Required
Organization
If you invest on behalf of an organization, what is its name? (If not applicable, answer "n/a".)
Your answer
Geography
In which geographic area(s) do you prefer to invest? (Select all that apply.)
Required
Sector
Toward which of the following UN Sustainable Development Goals do you prefer to invest? (Select all that apply.)
Required
Email
What is your email address?
Your answer
Phone
What is your phone number?
Your answer
Currency
What is the primary currency in which you make impact investments? (We assume your answers to later questions are denominated in this currency. If you invest with additional currencies, please list them in "Other.")
Required
Ticket Size
What size of impact investment do you prefer to make at a time? (Select all that apply.) NOTE: Consider choosing all levels AT OR BELOW your preferred ticket size, because otherwise you will only see deals that match the size you specify.
Required
Past Deals (number of)
How many impact investments have you made? (For example: 5.)
Your answer
Past Deals (amount)
What is the total amount you have invested in impact? (For example, 250,000.)
Your answer
Group Affiliation
Are you affiliated with any organized impact investing groups? If so, please list them. (For example: Toniic, Investors' Circle, or US National Advisory Board on Impact Investing.)
Your answer
Location/Residence - Primary
In which region or country is your primary location or residence? (For example: Geneva, Switzerland; Hong Kong; or the greater Seattle area.)
Your answer
Location/Residence - Secondary
In which region or country is your secondary residence, if applicable?
Your answer
Years Investing
How many years have you been impact investing? (For example: 2, 6, or "just getting started.")
Your answer
Led Diligence
Have you ever led due diligence on a prospective impact investment? (Select one.)
Led Terms
Have you ever led the terms that were established for a round of impact investment?
Stage
At what stage(s) of company do you prefer to make impact investments? (Select all that apply.)
Required
Structure
Which of the following deal structures do you prefer? (Select all that apply.)
Required
No Co-investment with
Do you prefer NOT to co-invest with any of the following types of investors? (Select all that apply.)
Near-term Deal
Are you currently leading a deal or expect to lead one in the near-term for which you seek co-investors?
Communication Frequency
How often do you prefer to hear about deals that fit your interests? (Select one.)
Sharing
Help build momentum and trust on investorflow.org. May we let other investors who use investorflow.org know that you've joined and which deals you invest in? (Select one.)
How Heard?
How did you hear about us? (Please be as specific as possible because this is helpful to know - and interesting!)
Your answer
Anything Else?
Is there anything else you'd like to let us know?
Your answer
Privacy and Terms
By clicking "Submit" below, you acknowledge that you agree to investorflow.org's Privacy Policy (https://goo.gl/mTLvDB) and Terms of Use (https://goo.gl/f4oXDS).
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