Question 1/10
What is your personal annual income?
Less than $200,000
$200,000 - $300,000
$300,000 - $1 million
$1 million - $5 million
$5 million+
Question 2/10
What is your net worth, excluding your primary residence?
Less than $1 million
$1 million - $5 million
$5 million - $30 million
$30 million+
Question 3/10
What have you invested in before? (Select all that apply)
Mutual Funds/ETFs
Stocks
Real Estate
Bonds
Other commodities
Precious metals
Startups/angel investment
Private businesses
Cryptocurrencies
Litigation finance
Film finance
Hard money lending
Options
Others (Please specify)
Next
Question 4/10
Which categories of investment are you interested in learning more about? (Select all that apply)
Mutual Funds/ETFs
Stocks
Real Estate
Bonds
Other commodities
Precious metals
Startups/angel investment
Private businesses
Cryptocurrencies
Litigation finance
Film finance
Hard money lending
Options
Others (Please specify)
Next
Question 5/10
What are your primary investment goals? (Select all that apply)
Cashflow
High capital growth
Liquidity
Retirement planning
Tax optimization
Asset Class Diversification
Geographic Diversification
Legacy projects
Building multi generational wealth
Next
Question 6/10
What is the average amount you invest per deal?
Less than $100,000
$100,000 - $250,000
$250,000 - $1 million
$1 million - $10 million
$10 million+
Question 7/10
How would you rate your risk tolerance?
Low
Medium
High
Question 8/10
What is your typical investment time horizon?
Less than 1 year
1-3 years
3-7 years
7+ years
Question 9/10
What are your current average annual total portfolio returns?
Losing money
None
Less than 5%
5-10%
10-20%
More than 20%
Question 10/10
What are your income sources?
Employment
Inheritance
Private business
Investments
Next
What is your personal annual income?
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