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Investing as?
Are you an accredited investor?
Yes
No
Unsure
US person for tax purposes?
Yes
No
Comfortable receiving a K-1 if applicable?
Yes
No
Unsure
Typical commitment per deal
Capital availability timeframe
Focus Areas
Stage
Stabilized cash flow
Value-Add
Opportunistic
Role
Holding period target
Risk Tolerance
Conservative
Moderate
Aggressive
How often do you want deal flow?
Source of funds
Employment income
Business income
Investment proceeds
Other
Proof-of-funds available if requested?
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