Exec Sum: Subscriber Demo Survey (Nov. 2021)
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Education: Highest Degree Level
Associates / In College rn
New York City
Annual Income (USD)
"What do you do?" "Oh, I work in..."
Finance (IB / PE / HF / AM)
Commercial Real Estate
Crypto / DeFi
Where do you work? (This will NOT be publicly shared anywhere)
Years of total work experience?
Do you consider yourself as a "decision-maker" at work?
Personal Investing Experience (Brokerage account or private investing)
Beginner / "Just starting out, don't know much"
Intermediate / "I know what I'm doing"
Professional / "I do this for a living"
Are you an "Accredited Investor" as defined by the SEC ? $200k+ income past 2 year ($300k combined with spouse), Net Worth of $1M+, or holder of Series 7, 65, or 82 license?
If you are an "Accredited Investor", how do you meet the test?
Income ($200k+ or $300k combined w/ spouse)
Net Worth ($1M+)
FINRA License (Series 7, 65, or 82)
N/A - not accredited
What types of investable assets are you in?
Stocks / Bonds
Venture Capital / Angel Investments
PE / HF
Sign you up to our Exec Sum newsletter? (Accredited investor opportunities will be given preference to subscribers)
Sign you up to our Foot Guns crypto trading newsletter? (Accredited investor opportunities will be given preference to subscribers)
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