Are you an:

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* 1. Are you an:

1)     Are you a founder or have you started and exited a private company creating a liquidity event?

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* 2. 1)     Are you a founder or have you started and exited a private company creating a liquidity event?

If you answered Multi Family Office to question #1; Please approximate the assets under management (AUM) actively managed by the family office – excluding any active operating companies and other investment for which the family office has no or limited responsibility. (select one)

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* 3. If you answered Multi Family Office to question #1; Please approximate the assets under management (AUM) actively managed by the family office – excluding any active operating companies and other investment for which the family office has no or limited responsibility. (select one)

If you answered that you are an Accredited Investor, or Single Family Office to Question #1; What is the approximate total family or individual wealth? (select one)

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* 4. If you answered that you are an Accredited Investor, or Single Family Office to Question #1; What is the approximate total family or individual wealth? (select one)

Do you actively invest in private companies?

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* 5. Do you actively invest in private companies?

Do you actively invest in private real estate projects?

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* 6. Do you actively invest in private real estate projects?

How many private company investments do you review annually?

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* 7. How many private company investments do you review annually?

Approximately what percentage of private companies that you review annually do you actually invest in?

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* 8. Approximately what percentage of private companies that you review annually do you actually invest in?

When you invest in an operating company, do you invest primarily as:

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* 9. When you invest in an operating company, do you invest primarily as:

If you invest as both a majority and minority investor, what percentage of your portfolio is currently:

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* 10. If you invest as both a majority and minority investor, what percentage of your portfolio is currently:

How many private real estate investments do you review annually?

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* 11. How many private real estate investments do you review annually?

Approximately what percentage of real estate that you review annually do you actually invest in?

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* 12. Approximately what percentage of real estate that you review annually do you actually invest in?

When you make investments, how active are you with the investment after making the initial capital commitment?

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* 13. When you make investments, how active are you with the investment after making the initial capital commitment?

After you make a direct investment, who are the key people on your team who help you manage the investment?

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* 14. After you make a direct investment, who are the key people on your team who help you manage the investment?

Do you require a board seat to make an investment in a private company?

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* 15. Do you require a board seat to make an investment in a private company?

Do you believe that general structures and terms for direct investing accepted practices properly align investors and operators?

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* 16. Do you believe that general structures and terms for direct investing accepted practices properly align investors and operators?

How many direct investments in private companies do you plan to make this calendar year?

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* 17. How many direct investments in private companies do you plan to make this calendar year?

Over the next year (2018) do you anticipate increasing your activities in direct investing: (select one)

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* 18. Over the next year (2018) do you anticipate increasing your activities in direct investing: (select one)

As a direct investment strategy, do you associate most with, or pursue mostly investments in: (select one)

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* 19. As a direct investment strategy, do you associate most with, or pursue mostly investments in: (select one)

What are the top sectors or industries do you currently have investments in?

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* 20. What are the top sectors or industries do you currently have investments in?

What are the top sectors or industries do you perceive the most opportunities in?

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* 21. What are the top sectors or industries do you perceive the most opportunities in?

Do you have a regional focus when making investments? (select one)

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* 22. Do you have a regional focus when making investments? (select one)

Where do you see the most opportunity going forward, either regionally, sector focus, both or other?

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* 23. Where do you see the most opportunity going forward, either regionally, sector focus, both or other?

Do you perceive: (select one)

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* 24. Do you perceive: (select one)

What is your primary investment goal(s) for allocating to direct investments? (select all that apply)

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* 25. What is your primary investment goal(s) for allocating to direct investments? (select all that apply)

Identify the top three strategies employed to co-invest:

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* 26. Identify the top three strategies employed to co-invest:

Do you have a defined investment thesis or investment philosophy for your direct investing activities?

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* 27. Do you have a defined investment thesis or investment philosophy for your direct investing activities?

What do you perceive as your greatest strength in making direct investments (what do you bring beyond capital that is valuable to the investment)?

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* 28. What do you perceive as your greatest strength in making direct investments (what do you bring beyond capital that is valuable to the investment)?

Who do you regard as a leader in direct investing?

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* 29. Who do you regard as a leader in direct investing?

What external resources do you use for direct investments?

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* 30. What external resources do you use for direct investments?

Do you have dedicated internal full-time people focused on direct investments?

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* 31. Do you have dedicated internal full-time people focused on direct investments?

How do you source your deal flow?

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* 32. How do you source your deal flow?

Would you like to: (check all that apply)

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* 33. Would you like to: (check all that apply)

Name:

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* 34. Name:

Phone:

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* 35. Phone:

Email:

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* 36. Email:

Role/Title:

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* 37. Role/Title:

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