The Investors Questionnaire opens by collecting a respondent's name and email address, then moves through three questions that build a financial profile: self-rated experience level, investment goals (with six options to choose from), and risk comfort on a five-point scale. The form then asks directly whether the respondent is interested in investing in the company, and — if so — what their estimated investment range is, keeping that question optional so it doesn't pressure those still making up their minds. A final open-ended question invites any additional context or queries before the respondent submits. After submitting, they see a thank-you screen acknowledging that their input will feed directly into the company's strategic planning.
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Relies on the "Are you currently interested in investing in our company?" and "If yes, what is your estimated investment range?" questions to gauge real appetite and prioritise which prospective investors to approach first.
Uses the "How would you describe your investment experience level?" and "On a scale of 1 to 5, with 1 being very low and 5 being very high, how would you rate your comfort level with investment risk?" questions to tailor follow-up communications to each investor's background.
Depends on the "What are your primary goals for investing? (Select all that apply)" question to align pitch materials with the specific goals — such as 'Long-term Growth' or 'Social Impact' — that their prospective investors care about most.
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