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Postal Code
Investor Type & Entity Details
Investment Type
Debt Note
Option 2
Option 3
Investing Entity Name (if applicable)
Title / Role in the Entity
Are you the primary decision maker for this allocation?
Yes
No – part of an investment committee
No – advisor / gatekeeper
If others are involved, who else is part of the decision process?
Accreditation & Eligibility
Accredited Investor Status (U.S. definition)
Yes – I qualify as an accredited investor
No – I do not qualify
Unsure – I’d like guidance
Primary Basis for Accreditation (if applicable)
Income threshold
Net worth threshold
Entity with over $5M in assets
Licensed professional (e.g., Series 7/65/82)
Other
Jurisdiction‑Specific Requirements
Investment Objectives & Experience
Primary Investment Objectives with Renoviant
Capital appreciation
Income / distributions
Exposure to alternative assets
Exposure to health / data‑infrastructure themed strategies
Diversification
Strategic / ecosystem participation
Experience with Private / Alternative Investments
Very experienced (10+ deals)
Moderate experience (3–10 deals)
Limited experience (1–2 deals)
No prior experience
Typical Check Size / Ticket Range (per deal)
Under $50K
$50K–$100K
$100K–$250K
$250K–$500K
$500K–$1M
$1M+
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Approximate Capital You’re Considering Allocating to Renoviant
Typical Holding Period Comfort
< 3 years
3–5 years
5–7 years
7+ years / long‑term
Timeline & Readiness
Desired Timeline to Make an Investment Decision
Actively allocating now (0–30 days)
Near term (1–3 months)
Exploring (3–6 months)
Longer term / just gathering information
How soon would you like to schedule a deeper discussion after review?
Immediately after reviewing materials
Within 1–2 weeks
Only if opportunities match very specific criteria
I prefer to review asynchronously
What information is most important for your decision?
Strategy & thesis
Risk & downside scenarios
Team & governance
Economics (fees, carry, structure)
Pipeline & deployment pace
Reporting & transparency
Fit, Risk, and Constraints
How would you describe your overall risk tolerance for this type of allocation?
Conservative
Balanced
Growth‑oriented
High‑conviction / high‑risk
Any specific restrictions, conflicts, or mandates we should know about?
Are you currently allocated to similar strategies or funds?
Yes
No
Prefer not to say
If yes, what do you feel is missing from your current exposure that Renoviant could complement?
Relationship & Source
How did you first hear about Renoviant?
Existing relationship
Escher Innovation network
Referral / partner
Event or conference
Online content
Other
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Who referred you, if applicable?
Have you interacted with any Renoviant team members previously?
Yes
No
Who and in what context?
Communications & Reporting Preferences
Preferred Update Frequency (once invested)
Monthly snapshot
Quarterly deep‑dive
Semi‑annual
Annual only
Preferred Format for Updates
Email reports
PDF decks
Live webinars / calls
Portal/dashboard access
Open Notes & Consent
Is there anything specific you’d like us to prepare or address before speaking?
Consent / Acknowledgment
I understand that this survey is for informational and qualification purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities.
Permission to Contact
I consent to be contacted by Renoviant and its authorized partners regarding relevant opportunities and materials.