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If you are interested in receiving information regarding exciting emerging companies, please provide information for our Investor Data Base so we can send opportunities that may interest you best.
This Investor Profile Questionnaire is designed to allow you to clearly state you preferences and criteria when investing in emerging Australian growth companies. We ask that you answer as many questions as possible please and include any comments or additional criteria where appropriate.
If you have any questions please do not hesitate to contact our office on 1300 783 095. Your information will be kept completely confidential.
1. Industry Preference
This question is designed to ascertain any preferences you may have in relation to the way you may wish to invest in an emerging business. Please answer each question
YES
NO
I have no investment preference and will review any opportunity on its merit
I prefer to invest as a "silent partner"
I would prefer to be the sole third party investor in any venture (please be sure to answer questions 8&9)
I prefer to invest as an active participant (ie. in a day-to-day role) (please be sure to answer questions 8&9)
I prefer to take a directorship of any company in which I invest (please be sure to answer questions 8&9)
2. Community Syndication
In the spirit of community based initiatives we ask:
I believe that I could syndicate a group of friends or neighbours to fund an investment and would consider doing so in the appropriate circumstances
3. Location Preference
This question will establish whether you have and geographical preferences in relation to your investments:
I have no location preference
I will consider any location but would prefer:
I wish to consider investment only in the following location(s):
4. Investment preference
I have no investment preference
I will consider any investment but would prefer:
I wish to consider investment only in the following industries:
5. Investment Amount
You may wish to consider a specific investment size. It is very important that you let us know what your preferences are in relation to investment size. Capital 4 Business is committed to delivering investment opportunities to both large and small investors. I wish to consider investments of:
$5,000
$100,000 to $250,000
$5,000 to $10,000
$250,000 to $500,000
$10,000 to $20,000
$500,000 to $1,000,000
$20,000 to $50,000
Other:
$50,000 to $100,000
6. Returns
You may have very specific criteria in relation to returns you expect from an investment in an emerging business and/or the term of you investment. Most emerging businesses offer investors exits by trade sale, public listing or management buy-out but some offer other investment benefits. Please consider the following questions:
I seek investments to deliver a capital gain in preference to annual yield/dividends and I seek the opportunity to realise my capital gain within the following amount of years
I seek investments to deliver an annual yield/dividends in preference to capital gain and I seek a minimum annual yield of the following %
I have other requirements and these are:
7. Skills
Please refer to question 1 to determine whether you should answer this question. I believe I can contribute to a venture due to my skills gained as:
a factory/operations manager
a human resources/OH&S manager
a director of a non-listed company
a financial controller/company director
chairman of a board of directors
a director of a public listed company
a company secretary
a research and development manager
an auditor
a sales/marketing manager
a managing director
8. Specific Skills
I have specific skills/experience in the following:
Accountancy
Engineering
Mining
Asian Business
European Business
Organics
Agriculture
Entertainment
Power Generation
Aquaculture
Finance
Publishing
Alternative Energy
Human Resources
Public Service
Advertising/PR
Investment Banking
Retail Banking
.Bio-Technology
IT
Retail
Building
Law
Sport
Building Materials
Manufacturing
Telecommunications
Consulting
Medicine
Tourism
Defence
Medical Research
US Business
Environmental Science
Media
9. Other Comments
Please make any other comments or requests regarding your investment profile and they will be noted on our confidential database and considered before any investment opportunity is introduced to you:
For the answer to any query please call The CAPITAL 4 BUSINESS INVESTOR DATABASE on 1300 783 095