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Meetup
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Contact Us

Investor Network

JOIN OUR INVESTOR NETWORK
Thank you for providing us with some details to help us get to know you and your investment preferences better.

After submitting the form below, a representative from Mountain Bridge Capital will reach out to you to discuss your investment interests and goals.

We look forward to working with you!

Investor Questionnaire

Email *

Name *

First

Last *

Last

Street Address *

City, State ZIP *

Phone Number *

Are you relying on a “purchaser representative” to help you evaluate the merits and risks of investment? *

Yes

No

Highest level of education *

High School/GED

Associate's Degree

Bachelor's Degree

Master's Degree

Post Master's Degree

Area of Study and Year Completed *

Name of Institution *

Professional licenses (e.g., law degree, accounting degree, real estate brokerage license, broker-dealer license)

Have you previously invested in private investments, i.e., investments that are not registered with the Securities and Exchange Commission or the securities regulators of any state? *

Yes

No

Please list the kinds of private investments you’ve made before *

Business or personal loans

Limited liability companies

Limited partnerships

Privately-held companies

REITs (Real Estate Investment Trusts)

Real Estate

Accredited or Sophisticated Investor Status

My individual net worth, or joint net worth with my spouse, excluding the value of my/our primary residence, exceeds $1,000,000.

My individual income (without my spouse) was more than $200,000 each of the last two years, and I reasonably expect it to be more than $200,000 this year.

My spouse and I had joint income of more than $300,000 each of the last two years, and I reasonably expect our joint income to exceed $300,000 this year.

Currently I am not an accredited investor. However I am a sophisticated investor and have enough knowledge and experience in financial and business matters to evaluate the merits and risks of an investment in private companies.

Briefly narrate how as an investor you have enough knowledge and experience in financial and business matters to evaluate the merits and risks of an investment in private companies.

Actual income for the last three years (per year) *

Less than $100,000

$100,000 - $200,000

Greater than $200,000

Estimated income for current year and next year *

Less than $100,000

$100,000 - $200,000

Greater than $200,000

Net worth, with spouse, exclusive of primary residence *

Less than $1,000,000

$1,000,000 - $5,000,000

Greater than $5,000,000

Estimated liquid assets, with spouse *

Less than $50,000

$50,000 - $100,000

$100,000 - $200,000

Greater than $200,000

A copy of your responses will be emailed to the address you provided.

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Contact Us
colby@mountainbridgecapital.com
520-730-4086

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