Investor Assessment

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

Investor Assessment

Over the past several years, Cross Equity Group has helped countless investors, families and entrepreneurs allocate funds into investments in various industries.

Being that private wealth is an exclusive game, we have to be very selective on who we let in on our deal flow.

We developed this questionnaire to help figure out some things about you as an investor/partner for our firm.

This questionnaire helps us determine what type of investments you would mostly be a perfect fit for.

Go ahead and take a few minutes to answer a brief questionnaire so my team & I can determine what direction you should go in.

Then, I'll have my team and I schedule a call directly with you so we can speak more.

Talk Soon!

- Cross Equity Group

Name *

Email *

1. What is your reason for wanting to invest in alternative assets? *

2. Are you an accredited investor? *

Yes

Not Sure

3. What assets are currently apart of your investment portfolio? *

Stocks

Funds (mutual, index, ETFs)

Precious Metals (Gold, Silver, etc)

Collectibles (Art, Cars, NFTs)

Real Estate

Cryptocurrency

Other:

Required

4. What is your risk tolerance? *

I can hold my investment for 8-12 months

I can hold my investment for 3-5 years

I can hold my investment for 7-10 years

I can hold my investment for Over 10 years

Required

5. How much are you ready to invest? *

$5,000- $10,000

$10,001 - $100,000

$100,001-$500,000

$501,000- $1,000,000

Over $1,000,000

6. What industries or sectors are you most interested investing in? (Tech, Food & Beverage, etc.) *

7. How involved do you want to be in your investments? *

Absentee Ownership (0%- minimal involvement)

Involved in scaling the company (Partner, Transition Team)

Promote the business (Sponsor, Marketing)

Submit

Clear form

Never submit passwords through Google Forms.

This form was created inside of WRITERS BLOCK. Report Abuse

Forms