Equity Partnership Questionnaire

Company Information

Business Name:

Address

Street Address

City

State

Country

Postal code

Company Phone Number:

Website *

Contact Person

Email *

Phone *

Full Name *

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Business Overview

Brief Description of Your Business *

What is your unique value proposition? *

Market Position

Describe your current market position: *

Who are your primary competitors? *

Financial Performance

Please provide the following financial information:

a. Annual Revenue (Last 3 Years):

Year 1 Revenue

Year 2 Revenue *

Year 3 Revenue *

b. Profit Margin (Last 3 Years):

Year 1 Profit *

Year 2 Profit *

Year 3 Profit *

c. Current Funding Stage:

Choose all that apply *

Bootstrapped

Seed Stage

Series A

Other (if other, explain below)

Explain your other funding stage

Growth Strategy

What are your short-term growth strategies (1-2 years)? *

What are your long-term growth strategies (3-5 years)? *

Partnership Expectations

What are your expectations from an equity partner? *

What level of involvement do you expect from the partner? *

Strategic Guidance

Operational Support

Financial Oversight

Other

If you choose other, explain the level of involvement you require

Risk Management

What are the main challenges your business currently faces? *

What regulatory or compliance issues do you encounter? *

Long-Term Vision

Where do you see your company in the next 5-10 years? *

What potential exit strategies do you envision for equity partners? *

Company Culture

How would you describe your company culture? *

What values are most important to your business?

Additional Comments

Please provide any additional information that may be relevant for potential equity partners: *

Signature *

Clear

Authorized Representative Name

Signature Date *