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VestVet Confidential Investor Profile

Invest in Businesses. Help Build the Next Generation of Ownership. Complete this FREE confidential profile so VestVet can understand the types of opportunities that may fit your interests. No payment is required. Submitting does not create an offer, solicitation, investment recommendation, advisory relationship, or guarantee of an opportunity.

Protect your information: do not submit confidential business identities, financial statements, proof-of-funds documents, Social Security numbers, passwords, payment-card data, bank credentials, full tax returns, or other unnecessary sensitive records.

First name

Last name

Email

City

State

Phone

Company/Fund

Investor Type

A
B
C
D
E
F
G
H
I

Are you a veteran?

A
B
C

Approximate investment range

A
B
C
D
E
F
G
H

Industries of interest

Geography of interest

Investment structures

Preferred involvement

A
B
C
D
E
F

Typical investment timeline

A
B
C
D
E

Previously invested in or acquired privately held businesses?

A
B
C

Capacity confirmation: If appropriate during a future transaction, would you be willing to provide reasonable evidence of financial capacity before receiving highly confidential business information?

A
B
C

What are the three most important things you look for in an investment?

What would make you immediately reject an opportunity?

Anything else VestVet should know?

Privacy/Confidential Information Consent: I agree that VestVet may retain my profile and contact information to review my stated interests and any service or future opportunity I request. I understand VestVet will not sell my information, publicly display it, or automatically share confidential information with sellers, buyers, or other investors. I confirm I have not included sensitive financial documents or data.

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