Investor Information

Key contact first name

Key contact last name

Title

Email address

Phone number

Website

Do you invest as:

An individual
A family office
A corporation
A partnership
A trust
Some other arrangement

What is the name of the organization (or organizations) through which you invest?

Are you inclined to invest in:

Single-asset funds only
Multi-asset funds only
Both

In all, how much capital do you plan to invest in Opportunity Funds?

Are you interested in investing only in funds managed by another sponsor; in funds that you set up for projects of interest to you, or are you interested in both?

Outside sponsor only
Funds created by me or my agent for projects I'm interested in
Both

Do you intend to invest nationwide or in select states?

Nationwide
Select states

Please check the states in the funds intends to invest.

What types of investments would be of interest to you?

Please specify other types of investments.

If you would like to include additional resources or assets, please upload here.

Are you the key contact?

Yes
No

Investor Information Form