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New investor intake form

This questionnaire is intended to provide a basic overview of the accredited investor’s financial background and investment goals. It is important to be as accurate and honest as possible when completing this form, as it will help the private equity firm assess the investor’s suitability for its investment opportunities and determine whether the investor is an appropriate fit for the firm.

Name

Phone

What is your occupation and job title?

What is your annual income?

What is your net worth (excluding the value of your primary residence)?

Have you made any investments in private equity before? If so, please describe your experience.

What are your investment objectives (e.g. long-term growth, income, diversification)?

What is your risk tolerance (e.g. conservative, moderate, aggressive)?

What is your time horizon for this investment (e.g. short-term, medium-term, long-term)?

Do you have any specific industries or sectors that you are interested in investing in?

Name of your financial advisor or representative (if applicable)?

Email of your financial adviser

“As a first-time accredited investor, I was initially hesitant to invest in real estate. I had heard horror stories of people losing their savings in bad deals, and I wasn’t sure if I was ready to take that kind of risk. But I’m so glad I decided to partner with Stable Capital.”

Jennifer Carter

Happy customers

“They took the time to explain the investment opportunity to me and address any concerns I had. They were patient and understanding and they made the process of investing in an off-market multi-family project easy to understand.”

Lisa Hill

“The returns on my investment have been great and exceeded my expectations, and I couldn’t be happier with my decision to invest with Stable Capital. They have a great team that is knowledgeable and easy to work with. They are very transparent about their process and are always available to answer any questions I had.

I would highly recommend Stable Capital to anyone, especially first-time investors like me. They make investing in real estate easy, and the returns speak for themselves”

Richard Mitchell

want to talk with us?

If you are an accredited investor looking for a reliable and profitable investment opportunity, we invite you to learn more about Stable Capital . Please contact us to receive more information about our current investment offerings and to discuss how we can help you achieve your financial goals.