Confidential Onboarding Survey
Please complete this survey to create a confidential investor profile on
What is your first name?
What is your last name?
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.)
Individual investor (Accredited)
Individual investor (not Accredited)
Single family office
Growth stage fund
Private equity fund
If you invest on behalf of an organization, what is its name? (If not applicable, answer "n/a".)
In which geographic area(s) do you prefer to invest? (Select all that apply.)
GLOBAL: All geographic areas listed below
Asia: Southeast Asia
Asia: Western / Middle East not including Egypt
Latin America: Central America
Latin America: Mexico
Latin America: South America
United States/Canada: Canada
United States/Canada: USA
Toward which of the following UN Sustainable Development Goals do you prefer to invest? (Select all that apply.)
All sectors listed below
1. No poverty
2. Zero hunger
3. Good health and well-being
4. Quality education
5. Gender equality
6. Clean water and sanitation
7. Affordable and clean energy
8. Decent work and economic growth
9. Industry, innovation and infrastructure
10. Reduced inequalities
11. Sustainable cities and communities
12. Responsible consumption and production
13. Climate action
14. Life below water
15. Life on land
16. Peace, justice and strong institutions
17. Partnerships for these goals above
What is your email address?
What is your phone number?
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.")
U.S. Dollar (USD)
Canadian Dollar (CAD)
Great British Pound (GBP)
Swiss Franc (CHF)
What size of impact investment do you prefer to make at a time? (CHOOSE ALL THAT APPLY.) Please consider choosing all levels at or below your preferred ticket size.
Less than 10,000
2,000,000 - 5,000,000
More than 5,000,000
Past Deals (number of)
How many impact investments have you made? (For example: 5.)
Past Deals (amount)
What is the total amount you have invested in impact? (For example, 250,000.)
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.)
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.)
Location/Residence - Secondary
In which region or country is your secondary residence, if applicable?
How many years have you been impact investing? (For example: 2, 6, or "just getting started.")
In which asset classes are you investing with impact?
Private Equity (minority/venture capital)
Private Equity (majority interest)
Real Assets (real estate, farmland, forestry, etc.)
Have you ever led due diligence on a prospective impact investment? (Select one.)
Have you ever led the terms that were established for a round of impact investment?
At what stage(s) of company do you prefer to make impact investments? (Select all that apply.)
Idea: $0 revenues, usually pre-funding
Prototype: $0-$50,000 revenues, customers testing the prototype, possibly an Angel
Initial Revenues: $10,000-$100,000 revenues, paying customers, often an Angel or three
Growing Revenues: $50,000-$250,000 in revenues, usually outside investors
Scaling the Business: $250,000-$1M in revenues, scaling a working business
Expansion: >$1M in revenues, taking business to new geographic regions, often seeking millions of dollars or pounds to do so
Which of the following deal structures do you prefer? (Select all that apply.)
No Co-investment with
Do you prefer NOT to co-invest with any of the following types of investors? (Select all that apply.)
Individual (not Accredited)
Family office (single or multi-family)
I am willing to co-invest with any of these types of investors.
Are you currently leading a deal or expect to lead one in the near-term for which you seek co-investors?
How did you hear about us? (Please be as specific as possible because this is helpful to know - and interesting!)
Is there anything else you'd like to let us know?
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