Investor Name:
Company Name:
Title:
Address:
City:
State:
Zip Code:
Phone:
Mobile:
Fax:
Email:
Website Address:
How would you like us to contact you?
Choose One
Mail
Email
Phone
If by mail, give preferred address (if
different from above):
If by phone, give preferred phone number:
Investment History 1. Are you
registered with any Business Angels Networks?
Yes
No
2. Have you previously invested in
non-public companies or partnerships?
Yes
No
3. What type of investor are you?
Choose One
Accredited Investor
Pension Fund
Registered Investment Company
REIT
Securities Broker/Dealer/Investor
Tax-Exempt Organization
Venture Capitalist
Venture Fund
Equity Fund
Financer
Hedge Fund
Incubator
Institutional Investor
Insurance Company
Investment Advisor
Investment Banker/Underwriter
Investment Group
Mortgage Broker
Opportunity Fund
Asset Based Lender
Broker/Dealer
Commercial Bank
Developer/Principal
Angel Investor
4. How much capital would you prefer to
invest?
Choose One
None, at this point
$10,000 to $50,000
$50,000 to $100,000
$100,000 to $500,000
$500,000 to $1,000,000
More than $1,000,000
5. Have you previously invested in
companies as a business angel?
Yes
No
How Many?
Industries 6. In which industry
sector(s) would you be interested in investing? (Please hold the Ctrl key and click to select all that
apply.)
Agriculture
Biotechnology/Pharmaceuticals
Business, Financial & Professional Services
Chemical Engineering
Chemical/Plastics
Communications
Computer Software/Internet
Computer Hardware
Cultural & Creative Industries
E-commerce
Education/Training
Electronics & Instrumentation
Environment
Fuel Cells
Healthcare Services
Industrial Engineering
Infrastructure/Utilities
Manufacturing
Marine Sciences
Materials Engineering
Media
Medical Devices
Molecular Biology
Nanotechnology
Networking & Equipment
New Materials
Pharmacology
Semiconductors & Equipment
Software/Internet
Telecommunications
Investment Preferences
7. Which critical documents should be presented to you for initial
evaluation of an investment opportunity? (Please hold the Ctrl key and click to select all that
apply.)
Executive Summary
Business Plan
Milestone Chart
Cash Flow Forecast
Market Study
Marketing Plan
No Preferences
8. Indicate preferred length of
investment.
Choose One
Up to 3 Years
5 to 7 Years
3 to 5 Years
9. Are you geographically constricted in
your investment criteria?
Yes
No
10. Please indicate geographic location(s)
of interest.
Choose One
Connecticut
Delaware
Maine
Maryland
Massachusetts
New Hampshire
New Jersey
New York
Pennsylvania
Rhode Island
Vermont
All U.S. States
Other
If other, please specify:
11. Indicate preferred stage of business. (Please hold the Ctrl key and click to select all that apply.)
Research
Seed Stage
Start-up
First Stage
Second Stage
Bridge/Mezzanine
Buyout
12. Are you willing to invest alongside
other investors (other than co-investors you may organize yourself) in
the same company?
Yes
No
13. Indicate type of collaboration you
would prefer.
Choose One
Joint Venture
Technology Transfer
Technical Expertise
Joint R & D
Marketing Expertise
Production Under License
14. Indicate the extent of your desired
involvement with a company in which you invest.
Choose One
Under 2 days a month
3 to 10 days a month
More than 10 days a month
15. Specify other/additional investment
and funding criteria (i.e., industry group(s), sales, profitability,
years in business, cashflow, etc.):
Management/Advisory Assistance
16. Indicate the type of management involvement you would like with
a company in which you invest.
Choose One
Non-executive
Part Time Executive
Full Time Executive
No Direct Involvement
17. Are you interested in providing
management and/or advisory assistance in any of the following areas? (Please hold the Ctrl key and click to select all that apply.)
Business Development
Finance
Management Team
Marketing
Operations
Production
Research and Development
Other
General
18. How did you hear about UConn Research & Development
Corporation?
19. Other comments, information,
requests, instructions, etc.