Syndication Squad Questionnaire (Money Honey Rachel)
Hello! Thank you for indicating your interest in investing in syndications. This questionnaire will help me understand your qualifications, so that you can have access to future deals & syndicators. All information will be kept confidential and private. Thank you! -Rachel Richards
Sign in to Google to save your progress. Learn more
First and Last Name *
Mailing Address (Street, City, State, Zip) *
Phone Number *
Email *
What industry do you work in? *
What is your job title? *
What types of investments do you currently have? *
Required
What is your most important investment goal? *
Required
How many private placements or syndications have you invested in?
 *
Are you an accredited investor? (You don't have to be in order to invest in syndications) (Link to SEC’s Accredited Investor Definition)
 *
What is your approximate net worth? *
What is your appoximate income? *
Approximately how much cash do you have ready to invest? *
What kind of assets are you interested in investing in? *
Required
For how long are you looking to invest your capital? *
Ideally, I would like to invest in a syndication within ________. *
On a scale of 1-5, with 5 being extremely interested & ready to invest, and 1 being not ready and not interested at all, how interested are you in making a syndication investment? *
not ready and not interested at all
extremely interested & ready to invest
Is there anything else you'd like to share? (Please feel free to add any other considerations you feel would be relevant to establishing your suitability for private placement investments, including other education, business or financial experiences, investment considerations, financial situations, trainings [including seminars, contenting education, etc.] or professional licenses and certifications.)
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy
Google Forms