Capital Readiness Review

Please provide context on your current mandate.

First Name *

Last Name

Company/Fund Name *

Website

Phone *

Email *

Structure & Exemption (How are you offering or structuring your raise or deal? Choose one) (copy)

506(b) (Relationship Only)

506(c) (General Solicitation)

Reg A+ / Reg CF

Offshore / Master-Feeder

Deal-by-Deal / SPV

Other / Not sure

Current AUM / Deal Size

<$10M

$10M - $50M

$50M - $100M

$100M+

Target Raise Amount (In next 12 Months)

<$10M

$10M - $50M

$50M - $100M

$100M+

Target Investor Profile (Who are you currently engaging with? Choose all that apply)

Private Wealth / HNW

RIA

Multi-Family Office

Institutional (Pension, Endowment, Sovereign)

Private Credit / Fund of Funds (FoF)

Not actively engaging investors right now

CRM Infrastructure (Do you currently have an investor database?)

Structured CRM (Active & Segmented)

Legacy / Disconnected Systems

No Infrastructure (Starting from scratch)

Current Origination Channels (How are you generating conversations with investors today? Choose all that apply)

Referral Network / WOM

Direct Outreach / Cold Outbound

Placement Agent / Broker-Dealer

Events / Roadshows

Inbound Content / Thought Leadership

Not generating conversations today

Current Constraints (In your view, what needs to improve the most? Choose all that apply)

Lead Velocity (Need more volume)

Conversion Rate (Need better narrative)

Diligence Efficiency (Need better systems)

Follow-up Automation (Need bandwidth)

Private Credit Workflows (Origination/Servicing)

How soon are you looking to scale/raise?

Now

Within 3 months

This year

Preparing for the future

Campaign Status (Where are you in capital raising?)

Pre-Market (Positioning Phase)

In Market (Active Roadshow)

Continuous / Open-Ended Fund

Fully Deployed (Seeking Next Tranche)

Collateral Status (Which investor-facing assets do you currently have? Choose all that apply)

Pitch Deck / Teaser

PPM / Offering Memorandum

Data Room

Digital Portal / Website

None - Currently Building (Need Support)

Primary Objective for this Quarter

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