Sentences with phrase «investor qualification form»

Create an investor qualification form that captures a potential investor's name, contact information, accredited or sophisticated investor status, and how much they are willing to invest if you find a deal that they like.

Not exact matches

In short, they should have a form in which you will indicate your qualifications as an accredited investor.

If you would like to become an investor, and you meet the qualifications above, please call us at: [phone], or use our online information form:

Create a spreadsheet for investor contacts that includes their name, contact information, date you first met them, date you gave them the qualification form, date you received it back, date you spoke with them about their objectives, how much they want to invest, and any comments you want to capture about their job, willingness to invest, available assets, etc..

Give them the investor deck from (3) above and the qualification form from (4) above.